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IIVGX vs VTSMX
IIVGX vs VTSMX Comparison
Open Charts IIVGX vs VTSMX
Voya Growth and Income Port I
Price$20.88
Change-$0.27 (-1.28%)
VolumeN/A
Net Assets2.42B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
IIVGX vs VTSMX Comparison Chart
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IIVGX vs. VTSMX commentary
Jun 16, 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 IIVGX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. IIVGX (2.42B). VTSMX pays higher dividends than IIVGX: VTSMX (1.18) vs IIVGX (0.83). IIVGX was incepted earlier than VTSMX: IIVGX (45 years) vs VTSMX (33 years). IIVGX (0.67) is less costly to investors than VTSMX (0.14). IIVGX is a more actively managed with annual turnover of: 95.00 vs. VTSMX (2.00). IIVGX has a lower initial minimum investment than VTSMX: IIVGX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. IIVGX (-2.99). VTSMX return over 5 years is better than : 91.36 vs. IIVGX (-15.04).
| IIVGX | VTSMX | IIVGX / VTSMX | |
| Total Expense Ratio | 0.67 | 0.14 | 479% |
| Annual Report Gross Expense Ratio | 0.67 | 0.14 | 479% |
| Fund Existence | 45 years | 33 years | - |
| Gain YTD | -0.096 | 1.349 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 1.82T | 0% |
| Annual Yield % from dividends | 0.83 | 1.18 | 70% |
| Returns for 1 year | -2.99 | 10.06 | -30% |
| Returns for 3 years | 15.06 | 57.59 | 26% |
| Returns for 5 years | -15.04 | 91.36 | -16% |
| Returns for 10 years | -26.50 | 178.92 | -15% |
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