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ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$13.07
Change+$0.23 (+1.79%)
VolumeN/A
Net Assets65.53M
Vanguard Total Stock Mkt Idx I
Price$128.24
Change+$2.12 (+1.68%)
VolumeN/A
Net Assets1.7T
ISBAX vs VTSMX Comparison Chart
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ISBAX vs. VTSMX commentary
Apr 24, 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: 1.7T vs. ISBAX (65.5M). 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 : 3.51 vs. ISBAX (-0.31). VTSMX return over 5 years is better than : 83.68 vs. ISBAX (-11.42).
| 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 | -10.771 | -10.527 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.5M | 1.7T | 0% |
| Annual Yield % from dividends | 0.15 | 1.25 | 12% |
| Returns for 1 year | -0.31 | 3.51 | -9% |
| Returns for 3 years | -32.07 | 21.32 | -150% |
| Returns for 5 years | -11.42 | 83.68 | -14% |
| Returns for 10 years | -43.98 | 144.72 | -30% |
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