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ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$14.54
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets79.04M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
ISBAX vs VTSMX Comparison Chart in %
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ISBAX vs. VTSMX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. ISBAX (79M). VTSMX pays higher dividends than ISBAX: VTSMX (1.09) vs ISBAX (0.13). ISBAX was incepted earlier than VTSMX: ISBAX (24 years) vs VTSMX (33 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 : 16.21 vs. ISBAX (6.57). VTSMX return over 5 years is better than : 85.82 vs. ISBAX (-12.32).
| 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 | 33 years | - |
| Gain YTD | 1.166 | 9.266 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79M | 1.91T | 0% |
| Annual Yield % from dividends | 0.13 | 1.09 | 12% |
| Returns for 1 year | 6.57 | 16.21 | 41% |
| Returns for 3 years | -7.55 | 46.80 | -16% |
| Returns for 5 years | -12.32 | 85.82 | -14% |
| Returns for 10 years | -28.54 | 202.54 | -14% |
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