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ISFIX vs VTSMX
ISFIX vs VTSMX Comparison
Open Charts ISFIX vs VTSMX
VY® Columbia Contrarian Core I
Price$17.31
Change+$0.17 (+0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$142.64
Change+$1.57 (+1.11%)
VolumeN/A
CapitalizationN/A
ISFIX vs VTSMX Comparison Chart
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ISFIX vs. VTSMX commentary
Dec 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. ISFIX (77.8M). 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 : 24.23 vs. ISFIX (22.91). VTSMX return over 5 years is better than : 79.24 vs. ISFIX (1.73).
| 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 | 22.303 | 23.596 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.8M | 1.84T | 0% |
| Annual Yield % from dividends | 1.48 | 1.26 | 117% |
| Returns for 1 year | 22.91 | 24.23 | 95% |
| Returns for 3 years | -21.63 | 24.14 | -90% |
| Returns for 5 years | 1.73 | 79.24 | 2% |
| Returns for 10 years | -21.87 | 184.08 | -12% |
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