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ISFIX vs VTSMX
ISFIX vs VTSMX Comparison
Open Charts ISFIX vs VTSMX
VY® Columbia Contrarian Core I
Price$16.58
Change-$0.05 (-0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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ISFIX vs VTSMX Comparison Chart
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ISFIX vs. VTSMX commentary
Sep 21, 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 ISFIX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. ISFIX (78.2M). ISFIX pays higher dividends than VTSMX: ISFIX (1.48) vs VTSMX (1.26). ISFIX was incepted earlier than VTSMX: ISFIX (23 years) vs VTSMX (32 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 (31.53) and ISFIX (31.35) have marching annual gain over last year. VTSMX return over 5 years is better than : 85.64 vs. ISFIX (-19.24).
| ISFIX | VTSMX | ISFIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 17.498 | 18.617 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2M | 1.72T | 0% |
| Annual Yield % from dividends | 1.48 | 1.26 | 117% |
| Returns for 1 year | 31.35 | 31.53 | 99% |
| Returns for 3 years | -20.88 | 25.35 | -82% |
| Returns for 5 years | -19.24 | 85.64 | -22% |
| Returns for 10 years | -21.40 | 187.59 | -11% |