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IVSOX vs VSGAX
IVSOX vs VSGAX Comparison
Open Charts IVSOX vs VSGAX
Voya SmallCap Opportunities Port I
Price$24.36
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets228.67M
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
IVSOX vs VSGAX Comparison Chart
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IVSOX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. IVSOX (229M). VSGAX pays higher dividends than IVSOX: VSGAX (0.66) vs IVSOX (0.00). IVSOX was incepted earlier than VSGAX: IVSOX (31 years) vs VSGAX (13 years). IVSOX is a more actively managed with annual turnover of: 105.00 vs. VSGAX (19.00). IVSOX has a lower initial minimum investment than VSGAX: IVSOX (0) vs VSGAX (3000). IVSOX annual gain was more profitable for investors over the last year : 27.17 vs. VSGAX (25.00). VSGAX return over 5 years is better than : 41.96 vs. IVSOX (5.10).
| IVSOX | VSGAX | IVSOX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 13 years | - |
| Gain YTD | 4.415 | 3.586 | 123% |
| 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 | 0.66 | - |
| Returns for 1 year | 27.17 | 25.00 | 109% |
| Returns for 3 years | -1.44 | 16.69 | -9% |
| Returns for 5 years | 5.10 | 41.96 | 12% |
| Returns for 10 years | -9.94 | 139.82 | -7% |