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ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$15.03
Change-$0.28 (-1.83%)
VolumeN/A
Net Assets78.78M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
ISBAX vs VTSMX Comparison Chart in %
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ISBAX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. ISBAX (78.8M). VTSMX pays higher dividends than ISBAX: VTSMX (1.02) vs ISBAX (0.11). 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 : 13.42 vs. ISBAX (5.21). VTSMX return over 5 years is better than : 83.98 vs. ISBAX (-13.64).
| 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 | 6.523 | 15.972 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.8M | 2.05T | 0% |
| Annual Yield % from dividends | 0.11 | 1.02 | 11% |
| Returns for 1 year | 5.21 | 13.42 | 39% |
| Returns for 3 years | 5.23 | 68.22 | 8% |
| Returns for 5 years | -13.64 | 83.98 | -16% |
| Returns for 10 years | -22.30 | 235.40 | -9% |
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