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IVSOX vs VSGAX
IVSOX vs VSGAX Comparison
Open Charts IVSOX vs VSGAX
Voya SmallCap Opportunities Port I
Price$27.97
Change+$2.76 (+10.95%)
VolumeN/A
Net Assets186.81M
Vanguard Small Cap Growth Index Admiral
Price$110.56
Change+$3.67 (+3.43%)
VolumeN/A
Net Assets39.31B
IVSOX vs VSGAX Comparison Chart in %
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IVSOX vs. VSGAX commentary
Feb 05, 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 IVSOX is a Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.3B vs. IVSOX (187M). IVSOX pays higher dividends than VSGAX: IVSOX (1.76) vs VSGAX (0.52). IVSOX was incepted earlier than VSGAX: IVSOX (32 years) vs VSGAX (14 years). IVSOX (1.06) is less costly to investors than VSGAX (0.07). IVSOX is a more actively managed with annual turnover of: 115.00 vs. VSGAX (21.00). IVSOX has a lower initial minimum investment than VSGAX: IVSOX (0) vs VSGAX (3000). IVSOX annual gain was more profitable for investors over the last year : 20.05 vs. VSGAX (8.93). VSGAX return over 5 years is better than : 9.44 vs. IVSOX (-6.21).
| IVSOX | VSGAX | IVSOX / VSGAX | |
| Total Expense Ratio | 0.93 | 0.07 | 1,329% |
| Annual Report Gross Expense Ratio | 1.06 | 0.07 | 1,514% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 7.370 | 4.184 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 39.3B | 0% |
| Annual Yield % from dividends | 1.76 | 0.52 | 335% |
| Returns for 1 year | 20.05 | 8.93 | 225% |
| Returns for 3 years | 56.83 | 37.28 | 152% |
| Returns for 5 years | -6.21 | 9.44 | -66% |
| Returns for 10 years | 34.35 | 205.83 | 17% |
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