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IVCSX vs VSMAX
IVCSX vs VSMAX Comparison
Open Charts IVCSX vs VSMAX
Voya Small Company Port I
Price$13.68
Change-$0.68 (-4.74%)
VolumeN/A
Net Assets219.88M
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
IVCSX vs VSMAX Comparison Chart
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IVCSX vs. VSMAX commentary
Apr 11, 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 IVCSX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. IVCSX (220M). VSMAX pays higher dividends than IVCSX: VSMAX (1.52) vs IVCSX (0.87). IVCSX was incepted earlier than VSMAX: IVCSX (28 years) vs VSMAX (24 years). IVCSX (0.95) is less costly to investors than VSMAX (0.05). IVCSX is a more actively managed with annual turnover of: 193.00 vs. VSMAX (12.00). IVCSX has a lower initial minimum investment than VSMAX: IVCSX (0) vs VSMAX (3000). IVCSX annual gain was more profitable for investors over the last year : -1.16 vs. VSMAX (-3.52). VSMAX return over 5 years is better than : 71.17 vs. IVCSX (15.14).
| IVCSX | VSMAX | IVCSX / VSMAX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -10.418 | -11.735 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 143B | 0% |
| Annual Yield % from dividends | 0.87 | 1.52 | 57% |
| Returns for 1 year | -1.16 | -3.52 | 33% |
| Returns for 3 years | -24.28 | 4.31 | -563% |
| Returns for 5 years | 15.14 | 71.17 | 21% |
| Returns for 10 years | -38.52 | 79.14 | -49% |