Ad is loading...
IVCSX vs VSMAX
IVCSX vs VSMAX Comparison
Open Charts IVCSX vs VSMAX
Voya Small Company Port I
Price$14.79
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets223.54M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
IVCSX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVCSX vs. VSMAX commentary
May 09, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. IVCSX (224M). VSMAX pays higher dividends than IVCSX: VSMAX (1.56) vs IVCSX (0.90). IVCSX was incepted earlier than VSMAX: IVCSX (28 years) vs VSMAX (25 years). IVCSX (0.95) is less costly to investors than VSMAX (0.05). IVCSX is a more actively managed with annual turnover of: 183.00 vs. VSMAX (13.00). 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 : -0.77 vs. IVCSX (-0.90). VSMAX return over 5 years is better than : 64.66 vs. IVCSX (14.15).
| 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 | 25 years | - |
| Gain YTD | -7.985 | -8.727 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 140B | 0% |
| Annual Yield % from dividends | 0.90 | 1.56 | 58% |
| Returns for 1 year | -0.90 | -0.77 | 118% |
| Returns for 3 years | -18.90 | 14.88 | -127% |
| Returns for 5 years | 14.15 | 64.66 | 22% |
| Returns for 10 years | -25.68 | 87.63 | -29% |
View a ticker or compare two or three
VS
VS
Ad is loading...