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IVSOX vs VSGAX
IVSOX vs VSGAX Comparison
Open Charts IVSOX vs VSGAX
Voya SmallCap Opportunities Port I
Price$20.61
Change+$0.28 (+1.38%)
VolumeN/A
Net Assets154.71M
Vanguard Small Cap Growth Index Admiral
Price$90.55
Change+$1.36 (+1.52%)
VolumeN/A
Net Assets32.98B
IVSOX vs VSGAX Comparison Chart
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IVSOX vs. VSGAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33B vs. IVSOX (155M). IVSOX pays higher dividends than VSGAX: IVSOX (0.77) 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: 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 : 1.83 vs. IVSOX (-5.40). VSGAX return over 5 years is better than : 39.87 vs. IVSOX (2.41).
| 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 | -12.859 | -9.351 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 33B | 0% |
| Annual Yield % from dividends | 0.77 | 0.60 | 127% |
| Returns for 1 year | -5.40 | 1.83 | -295% |
| Returns for 3 years | 1.35 | 26.49 | 5% |
| Returns for 5 years | 2.41 | 39.87 | 6% |
| Returns for 10 years | -30.38 | 95.80 | -32% |