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IVSOX vs VSGIX
IVSOX vs VSGIX Comparison
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IVSOX vs VSGIX Comparison Chart in %
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IVSOX vs. VSGIX commentary
Jun 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 42.8B vs. IVSOX (200M). IVSOX pays higher dividends than VSGIX: IVSOX (1.58) vs VSGIX (0.45). IVSOX was incepted earlier than VSGIX: IVSOX (32 years) vs VSGIX (26 years). IVSOX (1.11) is less costly to investors than VSGIX (0.05). IVSOX is a more actively managed with annual turnover of: 129.00 vs. VSGIX (24.00). 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 : 47.26 vs. VSGIX (34.43). VSGIX return over 5 years is better than : 30.87 vs. IVSOX (6.44).
| IVSOX | VSGIX | IVSOX / VSGIX | |
| Total Expense Ratio | 0.92 | 0.05 | 1,840% |
| Annual Report Gross Expense Ratio | 1.11 | 0.05 | 2,220% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 17.006 | 17.796 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 42.8B | 0% |
| Annual Yield % from dividends | 1.58 | 0.45 | 349% |
| Returns for 1 year | 47.26 | 34.43 | 137% |
| Returns for 3 years | 77.38 | 61.63 | 126% |
| Returns for 5 years | 6.44 | 30.87 | 21% |
| Returns for 10 years | 23.01 | 191.28 | 12% |
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