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ISFIX vs VTSMX
ISFIX vs VTSMX Comparison
Open Charts ISFIX vs VTSMX
VY® Columbia Contrarian Core I
Price$15.33
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets65.36M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
ISFIX vs VTSMX Comparison Chart
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ISFIX vs. VTSMX commentary
Apr 18, 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: 1.7T vs. ISFIX (65.4M). VTSMX pays higher dividends than ISFIX: VTSMX (1.25) vs ISFIX (0.46). 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: 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 : 4.35 vs. ISFIX (2.98). VTSMX return over 5 years is better than : 80.93 vs. ISFIX (0.36).
| 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 | -8.921 | -10.853 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.4M | 1.7T | 0% |
| Annual Yield % from dividends | 0.46 | 1.25 | 37% |
| Returns for 1 year | 2.98 | 4.35 | 68% |
| Returns for 3 years | -26.50 | 17.53 | -151% |
| Returns for 5 years | 0.36 | 80.93 | 0% |
| Returns for 10 years | -30.41 | 145.67 | -21% |
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