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IVSOX vs VISGX
IVSOX vs VISGX Comparison
Open Charts IVSOX vs VISGX
Voya SmallCap Opportunities Port I
Price$24.36
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets228.67M
Vanguard Small Cap Growth Index I
Price$81.53
Change+$0.28 (+0.34%)
VolumeN/A
Net Assets38.1B
IVSOX vs VISGX Comparison Chart
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IVSOX vs. VISGX commentary
Jan 19, 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 IVSOX is a Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.1B vs. IVSOX (229M). VISGX pays higher dividends than IVSOX: VISGX (0.55) vs IVSOX (0.00). IVSOX was incepted earlier than VISGX: IVSOX (31 years) vs VISGX (27 years). IVSOX is a more actively managed with annual turnover of: 105.00 vs. VISGX (19.00). IVSOX has a lower initial minimum investment than VISGX: IVSOX (0) vs VISGX (3000). IVSOX annual gain was more profitable for investors over the last year : 27.17 vs. VISGX (24.93). VISGX return over 5 years is better than : 41.67 vs. IVSOX (5.10).
| IVSOX | VISGX | IVSOX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | 4.415 | 3.570 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 38.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 27.17 | 24.93 | 109% |
| Returns for 3 years | -1.44 | 16.52 | -9% |
| Returns for 5 years | 5.10 | 41.67 | 12% |
| Returns for 10 years | -9.94 | 138.71 | -7% |