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IVPSX vs VSMAX
IVPSX vs VSMAX Comparison
Open Charts IVPSX vs VSMAX
Voya Small Company Port S
Price$15.22
Change-$0.66 (-4.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
IVPSX vs VSMAX Comparison Chart
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VS
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IVPSX 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 IVPSX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. IVPSX (305M). VSMAX pays higher dividends than IVPSX: VSMAX (1.42) vs IVPSX (0.19). IVPSX was incepted earlier than VSMAX: IVPSX (23 years) vs VSMAX (24 years). IVPSX is a more actively managed with annual turnover of: 193.00 vs. VSMAX (12.00). IVPSX has a lower initial minimum investment than VSMAX: IVPSX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. IVPSX (14.16). VSMAX return over 5 years is better than : 53.97 vs. IVPSX (-1.97).
| IVPSX | VSMAX | IVPSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 11.375 | 18.049 | 63% |
| 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 | 0.19 | 1.42 | 13% |
| Returns for 1 year | 14.16 | 19.58 | 72% |
| Returns for 3 years | -18.22 | 15.80 | -115% |
| Returns for 5 years | -1.97 | 53.97 | -4% |
| Returns for 10 years | -28.45 | 125.00 | -23% |