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IVSOX vs VSGIX
IVSOX vs VSGIX Comparison
Open Charts IVSOX vs VSGIX
Voya SmallCap Opportunities Port I
Price$23.78
Change-$0.13 (-0.54%)
VolumeN/A
Net Assets180.41M
Vanguard Small Cap Growth Index I
Price$83.46
Change-$0.61 (-0.73%)
VolumeN/A
Net Assets38.63B
IVSOX vs VSGIX Comparison Chart in %
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IVSOX vs. VSGIX commentary
Sep 10, 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: 38.6B vs. IVSOX (180M). IVSOX pays higher dividends than VSGIX: IVSOX (2.05) vs VSGIX (0.52). 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 : 19.93 vs. IVSOX (11.06). VSGIX return over 5 years is better than : 44.96 vs. IVSOX (12.19).
| 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 | 4.775 | 6.712 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 38.6B | 0% |
| Annual Yield % from dividends | 2.05 | 0.52 | 392% |
| Returns for 1 year | 11.06 | 19.93 | 55% |
| Returns for 3 years | 41.55 | 34.68 | 120% |
| Returns for 5 years | 12.19 | 44.96 | 27% |
| Returns for 10 years | -12.71 | 144.16 | -9% |
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