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IVSOX vs VSGIX
IVSOX vs VSGIX Comparison
Open Charts IVSOX vs VSGIX
Voya SmallCap Opportunities Port I
Price$24.45
Change-$1.04 (-4.08%)
VolumeN/A
Net Assets164.05M
Vanguard Small Cap Growth Index I
Price$82.18
Change-$2.84 (-3.34%)
VolumeN/A
Net Assets39.74B
IVSOX vs VSGIX Comparison Chart in %
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IVSOX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. IVSOX (164M). IVSOX pays higher dividends than VSGIX: IVSOX (1.89) vs VSGIX (0.55). IVSOX was incepted earlier than VSGIX: IVSOX (32 years) vs VSGIX (25 years). IVSOX (1.06) is less costly to investors than VSGIX (0.06). IVSOX is a more actively managed with annual turnover of: 115.00 vs. VSGIX (21.00). IVSOX has a lower initial minimum investment than VSGIX: IVSOX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 4.02 vs. IVSOX (3.62). VSGIX return over 5 years is better than : 27.70 vs. IVSOX (3.07).
| IVSOX | VSGIX | IVSOX / VSGIX | |
| Total Expense Ratio | 0.93 | 0.06 | 1,550% |
| Annual Report Gross Expense Ratio | 1.06 | 0.06 | 1,767% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 11.699 | 7.958 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 39.7B | 0% |
| Annual Yield % from dividends | 1.89 | 0.55 | 342% |
| Returns for 1 year | 3.62 | 4.02 | 90% |
| Returns for 3 years | 53.10 | 41.29 | 129% |
| Returns for 5 years | 3.07 | 27.70 | 11% |
| Returns for 10 years | 5.47 | 155.49 | 4% |
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