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IVSOX vs VSGAX
IVSOX vs VSGAX Comparison
Open Charts IVSOX vs VSGAX
Voya SmallCap Opportunities Port I
Price$24.45
Change-$1.04 (-4.08%)
VolumeN/A
Net Assets164.05M
Vanguard Small Cap Growth Index Admiral
Price$102.62
Change-$3.54 (-3.33%)
VolumeN/A
Net Assets39.74B
IVSOX vs VSGAX Comparison Chart in %
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IVSOX vs. VSGAX 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 IVSOX is a Buy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.7B vs. IVSOX (164M). IVSOX pays higher dividends than VSGAX: IVSOX (1.89) vs VSGAX (0.54). 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). VSGAX annual gain was more profitable for investors over the last year : 4.01 vs. IVSOX (3.62). VSGAX return over 5 years is better than : 27.68 vs. IVSOX (3.07).
| 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 | 11.699 | 7.957 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 39.7B | 0% |
| Annual Yield % from dividends | 1.89 | 0.54 | 348% |
| Returns for 1 year | 3.62 | 4.01 | 90% |
| Returns for 3 years | 53.10 | 41.28 | 129% |
| Returns for 5 years | 3.07 | 27.68 | 11% |
| Returns for 10 years | 5.47 | 155.50 | 4% |
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