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ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$13.98
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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ISBAX vs VTSMX Comparison Chart
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ISBAX vs. VTSMX commentary
Sep 21, 2024
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: 1.72T vs. ISBAX (77M). ISBAX pays higher dividends than VTSMX: ISBAX (1.41) vs VTSMX (1.26). ISBAX was incepted earlier than VTSMX: ISBAX (23 years) vs VTSMX (32 years). 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 (25.89) and ISBAX (24.92) have marching annual gain over last year. VTSMX return over 5 years is better than : 82.93 vs. ISBAX (-30.17).
| ISBAX | VTSMX | ISBAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 15.026 | 16.884 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77M | 1.72T | 0% |
| Annual Yield % from dividends | 1.41 | 1.26 | 111% |
| Returns for 1 year | 24.92 | 25.89 | 96% |
| Returns for 3 years | -30.02 | 21.33 | -141% |
| Returns for 5 years | -30.17 | 82.93 | -36% |
| Returns for 10 years | -36.15 | 178.97 | -20% |
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