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IVSOX vs VSGAX
IVSOX vs VSGAX Comparison
Open Charts IVSOX vs VSGAX
Voya SmallCap Opportunities Port I
Price$19.21
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets146.76M
Vanguard Small Cap Growth Index Admiral
Price$83.22
Change+$0.57 (+0.69%)
VolumeN/A
Net Assets33.7B
IVSOX vs VSGAX Comparison Chart
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IVSOX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. IVSOX (147M). IVSOX pays higher dividends than VSGAX: IVSOX (0.75) vs VSGAX (0.60). IVSOX was incepted earlier than VSGAX: IVSOX (31 years) vs VSGAX (14 years). IVSOX (1.07) is less costly to investors than VSGAX (0.07). 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). VSGAX annual gain was more profitable for investors over the last year : -1.03 vs. IVSOX (-4.38). VSGAX return over 5 years is better than : 44.16 vs. IVSOX (5.76).
| IVSOX | VSGAX | IVSOX / VSGAX | |
| Total Expense Ratio | 0.86 | 0.07 | 1,229% |
| Annual Report Gross Expense Ratio | 1.07 | 0.07 | 1,529% |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | -17.660 | -15.418 | 115% |
| 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 | 0.60 | 125% |
| Returns for 1 year | -4.38 | -1.03 | 425% |
| Returns for 3 years | -17.23 | 0.87 | -1,976% |
| Returns for 5 years | 5.76 | 44.16 | 13% |
| Returns for 10 years | -35.36 | 79.96 | -44% |
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