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ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$14.78
Change+$0.15 (+1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.64
Change+$1.55 (+1.08%)
VolumeN/A
CapitalizationN/A
ISBAX vs VTSMX Comparison Chart
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ISBAX vs. VTSMX commentary
Dec 26, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. ISBAX (79.1M). ISBAX pays higher dividends than VTSMX: ISBAX (1.41) vs VTSMX (1.26). ISBAX was incepted earlier than VTSMX: ISBAX (23 years) vs VTSMX (33 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 annual gain was more profitable for investors over the last year : 25.71 vs. ISBAX (23.88). VTSMX return over 5 years is better than : 81.67 vs. ISBAX (-8.10).
| ISBAX | VTSMX | ISBAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 23.463 | 25.355 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1M | 1.84T | 0% |
| Annual Yield % from dividends | 1.41 | 1.26 | 111% |
| Returns for 1 year | 23.88 | 25.71 | 93% |
| Returns for 3 years | -28.32 | 24.27 | -117% |
| Returns for 5 years | -8.10 | 81.67 | -10% |
| Returns for 10 years | -33.63 | 186.91 | -18% |