Interact to see
Advertisement
Advertisement
ISBAX vs VTSMX
ISBAX vs VTSMX Comparison
Open Charts ISBAX vs VTSMX
VY® Columbia Contrarian Core A
Price$15.24
Change+$0.20 (+1.33%)
VolumeN/A
Net Assets76.46M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
ISBAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ISBAX vs. VTSMX commentary
Feb 04, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. ISBAX (76.5M). VTSMX pays higher dividends than ISBAX: VTSMX (1.00) 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 : 14.79 vs. ISBAX (3.45). VTSMX return over 5 years is better than : 68.19 vs. ISBAX (-21.85).
| 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 | -0.457 | 1.373 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.5M | 2.06T | 0% |
| Annual Yield % from dividends | 0.11 | 1.00 | 11% |
| Returns for 1 year | 3.45 | 14.79 | 23% |
| Returns for 3 years | 0.61 | 63.99 | 1% |
| Returns for 5 years | -21.85 | 68.19 | -32% |
| Returns for 10 years | -17.19 | 270.18 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement