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IVSOX vs VSGIX
IVSOX vs VSGIX Comparison
Open Charts IVSOX vs VSGIX
Voya SmallCap Opportunities Port I
Price$24.01
Change-$0.56 (-2.28%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$78.95
Change-$1.26 (-1.57%)
VolumeN/A
CapitalizationN/A
IVSOX vs VSGIX Comparison Chart
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IVSOX vs. VSGIX commentary
Nov 18, 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. IVSOX (228M). VSGIX pays higher dividends than IVSOX: VSGIX (0.67) vs IVSOX (0.00). IVSOX was incepted earlier than VSGIX: IVSOX (31 years) vs VSGIX (25 years). IVSOX is a more actively managed with annual turnover of: 105.00 vs. VSGIX (19.00). IVSOX has a lower initial minimum investment than VSGIX: IVSOX (0) vs VSGIX (5000000). IVSOX annual gain was more profitable for investors over the last year : 37.37 vs. VSGIX (32.38). VSGIX return over 5 years is better than : 47.68 vs. IVSOX (11.47).
| IVSOX | VSGIX | IVSOX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | 22.358 | 16.261 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 35.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 37.37 | 32.38 | 115% |
| Returns for 3 years | -15.17 | -6.64 | 229% |
| Returns for 5 years | 11.47 | 47.68 | 24% |
| Returns for 10 years | -10.98 | 131.66 | -8% |
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