Interact to see
Advertisement
Advertisement
ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$14.90
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets78.95M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
ISBAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISBAX vs. VTSMX commentary
Oct 19, 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 ISBAX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. ISBAX (78.9M). VTSMX pays higher dividends than ISBAX: VTSMX (1.04) vs ISBAX (0.12). ISBAX was incepted earlier than VTSMX: ISBAX (24 years) vs VTSMX (34 years). ISBAX (1.54) is less costly to investors than VTSMX (0.14). ISBAX is a more actively managed with annual turnover of: 49.00 vs. VTSMX (2.00). ISBAX has a lower initial minimum investment than VTSMX: ISBAX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. ISBAX (4.54). VTSMX return over 5 years is better than : 84.86 vs. ISBAX (-13.02).
| ISBAX | VTSMX | ISBAX / VTSMX | |
| Total Expense Ratio | 1.21 | 0.14 | 864% |
| Annual Report Gross Expense Ratio | 1.54 | 0.14 | 1,100% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 3.670 | 13.012 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9M | 2.02T | 0% |
| Annual Yield % from dividends | 0.12 | 1.04 | 11% |
| Returns for 1 year | 4.54 | 13.79 | 33% |
| Returns for 3 years | 9.03 | 76.02 | 12% |
| Returns for 5 years | -13.02 | 84.86 | -15% |
| Returns for 10 years | -24.41 | 225.10 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement