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IVSOX vs VISGX
IVSOX vs VISGX Comparison
Open Charts IVSOX vs VISGX
Voya SmallCap Opportunities Port I
Price$19.21
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets146.76M
Vanguard Small Cap Growth Index I
Price$66.55
Change+$0.45 (+0.68%)
VolumeN/A
Net Assets33.7B
IVSOX vs VISGX Comparison Chart
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IVSOX vs. VISGX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33.7B vs. IVSOX (147M). IVSOX pays higher dividends than VISGX: IVSOX (0.75) vs VISGX (0.46). IVSOX was incepted earlier than VISGX: IVSOX (31 years) vs VISGX (27 years). IVSOX (1.07) is less costly to investors than VISGX (0.19). 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). VISGX annual gain was more profitable for investors over the last year : -1.08 vs. IVSOX (-4.38). VISGX return over 5 years is better than : 43.86 vs. IVSOX (5.76).
| IVSOX | VISGX | IVSOX / VISGX | |
| Total Expense Ratio | 0.86 | 0.19 | 453% |
| Annual Report Gross Expense Ratio | 1.07 | 0.19 | 563% |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | -17.660 | -15.433 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 33.7B | 0% |
| Annual Yield % from dividends | 0.75 | 0.46 | 161% |
| Returns for 1 year | -4.38 | -1.08 | 404% |
| Returns for 3 years | -17.23 | 0.76 | -2,261% |
| Returns for 5 years | 5.76 | 43.86 | 13% |
| Returns for 10 years | -35.36 | 79.19 | -45% |
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