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ISVGX vs VTSMX
ISVGX vs VTSMX Comparison
Open Charts ISVGX vs VTSMX
Voya Growth and Income Port S
Price$20.50
Change-$0.36 (-1.73%)
VolumeN/A
Net Assets2.54B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
ISVGX vs VTSMX Comparison Chart
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ISVGX 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 ISVGX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. ISVGX (2.54B). VTSMX pays higher dividends than ISVGX: VTSMX (1.26) vs ISVGX (0.73). ISVGX was incepted earlier than VTSMX: ISVGX (22 years) vs VTSMX (33 years). ISVGX is a more actively managed with annual turnover of: 75.00 vs. VTSMX (2.00). ISVGX has a lower initial minimum investment than VTSMX: ISVGX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. ISVGX (2.24). VTSMX return over 5 years is better than : 74.84 vs. ISVGX (-26.18).
| ISVGX | VTSMX | ISVGX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 3.067 | 2.121 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.54B | 1.84T | 0% |
| Annual Yield % from dividends | 0.73 | 1.26 | 58% |
| Returns for 1 year | 2.24 | 17.60 | 13% |
| Returns for 3 years | -0.16 | 36.78 | -0% |
| Returns for 5 years | -26.18 | 74.84 | -35% |
| Returns for 10 years | -28.96 | 180.15 | -16% |
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