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IVSOX vs VISGX
IVSOX vs VISGX Comparison
Open Charts IVSOX vs VISGX
Voya SmallCap Opportunities Port I
Price$23.78
Change-$0.13 (-0.54%)
VolumeN/A
Net Assets180.41M
Vanguard Small Cap Growth Index I
Price$83.33
Change-$0.61 (-0.73%)
VolumeN/A
Net Assets38.63B
IVSOX vs VISGX Comparison Chart in %
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IVSOX vs. VISGX commentary
Sep 10, 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 Buy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.6B vs. IVSOX (180M). IVSOX pays higher dividends than VISGX: IVSOX (2.05) vs VISGX (0.40). IVSOX was incepted earlier than VISGX: IVSOX (31 years) vs VISGX (27 years). IVSOX (1.06) is less costly to investors than VISGX (0.19). IVSOX is a more actively managed with annual turnover of: 115.00 vs. VISGX (21.00). IVSOX has a lower initial minimum investment than VISGX: IVSOX (0) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 19.88 vs. IVSOX (11.06). VISGX return over 5 years is better than : 44.67 vs. IVSOX (12.19).
| IVSOX | VISGX | IVSOX / VISGX | |
| Total Expense Ratio | 0.93 | 0.19 | 489% |
| Annual Report Gross Expense Ratio | 1.06 | 0.19 | 558% |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | 4.775 | 6.681 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 38.6B | 0% |
| Annual Yield % from dividends | 2.05 | 0.40 | 510% |
| Returns for 1 year | 11.06 | 19.88 | 56% |
| Returns for 3 years | 41.55 | 34.54 | 120% |
| Returns for 5 years | 12.19 | 44.67 | 27% |
| Returns for 10 years | -12.71 | 143.15 | -9% |
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