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IVSOX vs VSGAX
IVSOX vs VSGAX Comparison
Open Charts IVSOX vs VSGAX
Voya SmallCap Opportunities Port I
Price$22.21
Change+$0.37 (+1.69%)
VolumeN/A
Net Assets163.13M
Vanguard Small Cap Growth Index Admiral
Price$96.83
Change+$1.32 (+1.38%)
VolumeN/A
Net Assets34.95B
IVSOX vs VSGAX Comparison Chart in %
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IVSOX vs. VSGAX commentary
Jun 25, 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. IVSOX (163M). IVSOX pays higher dividends than VSGAX: IVSOX (0.73) vs VSGAX (0.57). IVSOX was incepted earlier than VSGAX: IVSOX (31 years) vs VSGAX (14 years). IVSOX (1.06) is less costly to investors than VSGAX (0.07). IVSOX is a more actively managed with annual turnover of: 115.00 vs. VSGAX (21.00). 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 : 9.36 vs. IVSOX (0.10). VSGAX return over 5 years is better than : 38.24 vs. IVSOX (2.91).
| IVSOX | VSGAX | IVSOX / VSGAX | |
| Total Expense Ratio | 0.93 | 0.07 | 1,329% |
| Annual Report Gross Expense Ratio | 1.06 | 0.07 | 1,514% |
| Fund Existence | 31 years | 14 years | - |
| Gain YTD | -6.387 | -2.927 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 35B | 0% |
| Annual Yield % from dividends | 0.73 | 0.57 | 129% |
| Returns for 1 year | 0.10 | 9.36 | 1% |
| Returns for 3 years | 6.76 | 32.18 | 21% |
| Returns for 5 years | 2.91 | 38.24 | 8% |
| Returns for 10 years | -28.17 | 104.39 | -27% |
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