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ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$14.62
Change+$0.14 (+0.97%)
VolumeN/A
Net Assets78.78M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
ISBAX vs VTSMX Comparison Chart in %
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ISBAX vs. VTSMX commentary
Sep 06, 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: 1.95T vs. ISBAX (78.8M). VTSMX pays higher dividends than ISBAX: VTSMX (1.07) 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 : 18.26 vs. ISBAX (6.60). VTSMX return over 5 years is better than : 85.31 vs. ISBAX (-14.00).
| 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 | 0.748 | 10.550 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.8M | 1.95T | 0% |
| Annual Yield % from dividends | 0.12 | 1.07 | 11% |
| Returns for 1 year | 6.60 | 18.26 | 36% |
| Returns for 3 years | 0.61 | 63.95 | 1% |
| Returns for 5 years | -14.00 | 85.31 | -16% |
| Returns for 10 years | -22.68 | 224.80 | -10% |
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