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IVSOX vs VSGAX
IVSOX vs VSGAX Comparison
Open Charts IVSOX vs VSGAX
Voya SmallCap Opportunities Port I
Price$23.40
Change-$0.21 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$93.59
Change-$0.41 (-0.44%)
VolumeN/A
CapitalizationN/A
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IVSOX vs VSGAX Comparison Chart
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IVSOX vs. VSGAX commentary
Sep 21, 2024
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 StrongBuy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.3B vs. IVSOX (226M). VSGAX pays higher dividends than IVSOX: VSGAX (0.66) vs IVSOX (0.00). IVSOX was incepted earlier than VSGAX: IVSOX (30 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 : 36.01 vs. VSGAX (25.14). VSGAX return over 5 years is better than : 43.34 vs. IVSOX (12.52).
| IVSOX | VSGAX | IVSOX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 13 years | - |
| Gain YTD | 20.320 | 10.313 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 35.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 36.01 | 25.14 | 143% |
| Returns for 3 years | -11.52 | -6.71 | 172% |
| Returns for 5 years | 12.52 | 43.34 | 29% |
| Returns for 10 years | -17.12 | 126.96 | -13% |