Ad is loading...
ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$14.57
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.10 (-0.07%)
VolumeN/A
CapitalizationN/A
ISBAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ISBAX vs. VTSMX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. ISBAX (79.2M). 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 : 36.46 vs. ISBAX (31.59). VTSMX return over 5 years is better than : 89.01 vs. ISBAX (-28.65).
| 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 | 21.709 | 24.948 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.2M | 1.73T | 0% |
| Annual Yield % from dividends | 1.41 | 1.26 | 111% |
| Returns for 1 year | 31.59 | 36.46 | 87% |
| Returns for 3 years | -29.31 | 22.89 | -128% |
| Returns for 5 years | -28.65 | 89.01 | -32% |
| Returns for 10 years | -32.98 | 193.59 | -17% |