Ad is loading...
ISFIX vs VTSMX
ISFIX vs VTSMX Comparison
Open Charts ISFIX vs VTSMX
VY® Columbia Contrarian Core I
Price$17.67
Change-$0.33 (-1.83%)
VolumeN/A
Net Assets77.56M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
ISFIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ISFIX vs. VTSMX commentary
Feb 23, 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. ISFIX (77.6M). ISFIX pays higher dividends than VTSMX: ISFIX (1.48) vs VTSMX (1.26). ISFIX was incepted earlier than VTSMX: ISFIX (23 years) vs VTSMX (33 years). ISFIX is a more actively managed with annual turnover of: 46.00 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 : 17.60 vs. ISFIX (16.03). VTSMX return over 5 years is better than : 74.84 vs. ISFIX (-0.24).
| ISFIX | VTSMX | ISFIX / 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 | 3.032 | 2.121 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.6M | 1.84T | 0% |
| Annual Yield % from dividends | 1.48 | 1.26 | 117% |
| Returns for 1 year | 16.03 | 17.60 | 91% |
| Returns for 3 years | -15.58 | 36.78 | -42% |
| Returns for 5 years | -0.24 | 74.84 | -0% |
| Returns for 10 years | -22.11 | 180.15 | -12% |
View a ticker or compare two or three
VS
VS
Ad is loading...