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ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$13.09
Change-$0.73 (-5.28%)
VolumeN/A
Net Assets71.27M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
ISBAX vs VTSMX Comparison Chart
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ISBAX vs. VTSMX commentary
Apr 04, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. ISBAX (71.3M). VTSMX pays higher dividends than ISBAX: VTSMX (1.25) vs ISBAX (0.15). ISBAX was incepted earlier than VTSMX: ISBAX (23 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: 46.00 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 : 8.05 vs. ISBAX (5.18). VTSMX return over 5 years is better than : 126.23 vs. ISBAX (8.72).
| 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 | 23 years | 33 years | - |
| Gain YTD | -3.961 | -3.986 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.3M | 1.81T | 0% |
| Annual Yield % from dividends | 0.15 | 1.25 | 12% |
| Returns for 1 year | 5.18 | 8.05 | 64% |
| Returns for 3 years | -32.20 | 21.01 | -153% |
| Returns for 5 years | 8.72 | 126.23 | 7% |
| Returns for 10 years | -38.40 | 166.80 | -23% |
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