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ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$15.09
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets79.98M
Vanguard Total Stock Mkt Idx I
Price$161.19
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
ISBAX vs VTSMX Comparison Chart in %
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ISBAX vs. VTSMX commentary
Oct 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ISBAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. ISBAX (80M). VTSMX pays higher dividends than ISBAX: VTSMX (1.04) vs ISBAX (0.12). ISBAX was incepted earlier than VTSMX: ISBAX (24 years) vs VTSMX (33 years). ISBAX (1.54) is less costly to investors than VTSMX (0.14). ISBAX is a more actively managed with annual turnover of: 49.00 vs. VTSMX (2.00). ISBAX has a lower initial minimum investment than VTSMX: ISBAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.79 vs. ISBAX (7.19). VTSMX return over 5 years is better than : 89.96 vs. ISBAX (-10.22).
| ISBAX | VTSMX | ISBAX / VTSMX | |
| Total Expense Ratio | 1.21 | 0.14 | 864% |
| Annual Report Gross Expense Ratio | 1.54 | 0.14 | 1,100% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 4.505 | 13.963 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80M | 2.02T | 0% |
| Annual Yield % from dividends | 0.12 | 1.04 | 11% |
| Returns for 1 year | 7.19 | 16.79 | 43% |
| Returns for 3 years | 12.42 | 81.38 | 15% |
| Returns for 5 years | -10.22 | 89.96 | -11% |
| Returns for 10 years | -22.87 | 229.85 | -10% |
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