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ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$15.85
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets78.97M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
ISBAX vs VTSMX Comparison Chart in %
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ISBAX vs. VTSMX commentary
Jul 27, 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 (1.12) vs ISBAX (0.14). 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 : 17.75 vs. ISBAX (16.21). VTSMX return over 5 years is better than : 93.51 vs. ISBAX (-3.28).
| 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 | 10.146 | 8.287 | 122% |
| 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 | 0.14 | 1.12 | 12% |
| Returns for 1 year | 16.21 | 17.75 | 91% |
| Returns for 3 years | -8.17 | 60.60 | -13% |
| Returns for 5 years | -3.28 | 93.51 | -4% |
| Returns for 10 years | -30.65 | 200.97 | -15% |
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