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ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$14.75
Change-$0.11 (-0.74%)
VolumeN/A
Net Assets77.47M
Vanguard Total Stock Mkt Idx I
Price$145.29
Change+$1.07 (+0.74%)
VolumeN/A
Net Assets1.78T
ISBAX vs VTSMX Comparison Chart
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ISBAX vs. VTSMX commentary
Feb 05, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. ISBAX (77.5M). 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 : 21.50 vs. ISBAX (18.97). VTSMX return over 5 years is better than : 75.33 vs. ISBAX (-10.44).
| 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 | 3.266 | 2.284 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.5M | 1.78T | 0% |
| Annual Yield % from dividends | 1.41 | 1.26 | 111% |
| Returns for 1 year | 18.97 | 21.50 | 88% |
| Returns for 3 years | -25.92 | 31.46 | -82% |
| Returns for 5 years | -10.44 | 75.33 | -14% |
| Returns for 10 years | -32.24 | 189.06 | -17% |
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