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IVSOX vs VSGIX
IVSOX vs VSGIX Comparison
Open Charts IVSOX vs VSGIX
Voya SmallCap Opportunities Port I
Price$22.21
Change+$0.37 (+1.69%)
VolumeN/A
Net Assets163.13M
Vanguard Small Cap Growth Index I
Price$77.55
Change+$1.06 (+1.39%)
VolumeN/A
Net Assets34.95B
IVSOX vs VSGIX Comparison Chart in %
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IVSOX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. IVSOX (163M). IVSOX pays higher dividends than VSGIX: IVSOX (0.73) vs VSGIX (0.58). IVSOX was incepted earlier than VSGIX: IVSOX (31 years) vs VSGIX (25 years). IVSOX (1.06) is less costly to investors than VSGIX (0.06). IVSOX is a more actively managed with annual turnover of: 115.00 vs. VSGIX (21.00). IVSOX has a lower initial minimum investment than VSGIX: IVSOX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 9.37 vs. IVSOX (0.10). VSGIX return over 5 years is better than : 38.27 vs. IVSOX (2.91).
| IVSOX | VSGIX | IVSOX / VSGIX | |
| Total Expense Ratio | 0.93 | 0.06 | 1,550% |
| Annual Report Gross Expense Ratio | 1.06 | 0.06 | 1,767% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | -6.387 | -2.928 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 35B | 0% |
| Annual Yield % from dividends | 0.73 | 0.58 | 127% |
| Returns for 1 year | 0.10 | 9.37 | 1% |
| Returns for 3 years | 6.76 | 32.19 | 21% |
| Returns for 5 years | 2.91 | 38.27 | 8% |
| Returns for 10 years | -28.17 | 104.41 | -27% |
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