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ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$15.40
Change-$0.12 (-0.77%)
VolumeN/A
Net Assets78.78M
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
ISBAX vs VTSMX Comparison Chart in %
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ISBAX vs. VTSMX commentary
Jan 15, 2026
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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T 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 : 18.29 vs. ISBAX (7.75). VTSMX return over 5 years is better than : 73.62 vs. ISBAX (-18.45).
| 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 | 0.588 | 1.679 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.8M | 2.06T | 0% |
| Annual Yield % from dividends | 0.11 | 1.02 | 11% |
| Returns for 1 year | 7.75 | 18.29 | 42% |
| Returns for 3 years | 5.78 | 70.89 | 8% |
| Returns for 5 years | -18.45 | 73.62 | -25% |
| Returns for 10 years | -16.32 | 270.34 | -6% |