Ad is loading...
IVCSX vs VSMAX
IVCSX vs VSMAX Comparison
Open Charts IVCSX vs VSMAX
Voya Small Company Port I
Price$16.02
Change-$0.70 (-4.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
IVCSX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVCSX vs. VSMAX commentary
Dec 19, 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 IVCSX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. IVCSX (305M). VSMAX pays higher dividends than IVCSX: VSMAX (1.42) vs IVCSX (0.40). IVCSX was incepted earlier than VSMAX: IVCSX (28 years) vs VSMAX (24 years). 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). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. IVCSX (14.62). VSMAX return over 5 years is better than : 53.97 vs. IVCSX (0.79).
| IVCSX | VSMAX | IVCSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 11.809 | 18.049 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 167B | 0% |
| Annual Yield % from dividends | 0.40 | 1.42 | 28% |
| Returns for 1 year | 14.62 | 19.58 | 75% |
| Returns for 3 years | -16.36 | 15.80 | -104% |
| Returns for 5 years | 0.79 | 53.97 | 1% |
| Returns for 10 years | -24.36 | 125.00 | -19% |