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ISFIX vs VTSMX
ISFIX vs VTSMX Comparison
Open Charts ISFIX vs VTSMX
VY® Columbia Contrarian Core I
Price$16.44
Change+$0.11 (+0.67%)
VolumeN/A
Net Assets69.51M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
ISFIX vs VTSMX Comparison Chart
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ISFIX vs. VTSMX commentary
May 09, 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 ISFIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. ISFIX (69.5M). VTSMX pays higher dividends than ISFIX: VTSMX (1.26) vs ISFIX (0.47). ISFIX was incepted earlier than VTSMX: ISFIX (23 years) vs VTSMX (33 years). ISFIX (1.04) is less costly to investors than VTSMX (0.14). ISFIX is a more actively managed with annual turnover of: 49.00 vs. VTSMX (2.00). ISFIX has a lower initial minimum investment than VTSMX: ISFIX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. ISFIX (4.57). VTSMX return over 5 years is better than : 87.92 vs. ISFIX (2.44).
| ISFIX | VTSMX | ISFIX / VTSMX | |
| Total Expense Ratio | 0.71 | 0.14 | 507% |
| Annual Report Gross Expense Ratio | 1.04 | 0.14 | 743% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -4.781 | -4.660 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.5M | 1.72T | 0% |
| Annual Yield % from dividends | 0.47 | 1.26 | 37% |
| Returns for 1 year | 4.57 | 7.85 | 58% |
| Returns for 3 years | -14.46 | 39.37 | -37% |
| Returns for 5 years | 2.44 | 87.92 | 3% |
| Returns for 10 years | -28.27 | 162.78 | -17% |
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