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IVSOX vs VSGAX
IVSOX vs VSGAX Comparison
Open Charts IVSOX vs VSGAX
Voya SmallCap Opportunities Port I
Price$20.68
Change+$0.15 (+0.73%)
VolumeN/A
Net Assets158.42M
Vanguard Small Cap Growth Index Admiral
Price$88.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets36.81B
IVSOX vs VSGAX Comparison Chart
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IVSOX vs. VSGAX commentary
Mar 12, 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: 36.8B vs. IVSOX (158M). IVSOX pays higher dividends than VSGAX: IVSOX (0.69) vs VSGAX (0.55). IVSOX was incepted earlier than VSGAX: IVSOX (31 years) vs VSGAX (13 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). IVSOX annual gain was more profitable for investors over the last year : 0.98 vs. VSGAX (-0.62). VSGAX return over 5 years is better than : 75.83 vs. IVSOX (19.58).
| 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 | 13 years | - |
| Gain YTD | -8.787 | -9.834 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 36.8B | 0% |
| Annual Yield % from dividends | 0.69 | 0.55 | 126% |
| Returns for 1 year | 0.98 | -0.62 | -159% |
| Returns for 3 years | -7.83 | 10.13 | -77% |
| Returns for 5 years | 19.58 | 75.83 | 26% |
| Returns for 10 years | -26.41 | 96.67 | -27% |
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