IVSOX
Price
$24.50
Change
+$0.24 (+0.99%)
Updated
Sep 26 closing price
Net Assets
165.73M
VSGIX
Price
$83.95
Change
+$0.66 (+0.79%)
Updated
Sep 26 closing price
Net Assets
38.63B
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IVSOX vs VSGIX

Header iconIVSOX vs VSGIX Comparison
Open Charts IVSOX vs VSGIXBanner chart's image
Voya SmallCap Opportunities Port I
Price$24.50
Change+$0.24 (+0.99%)
VolumeN/A
Net Assets165.73M
Vanguard Small Cap Growth Index I
Price$83.95
Change+$0.66 (+0.79%)
VolumeN/A
Net Assets38.63B
IVSOX vs VSGIX Comparison Chart in %
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VS
IVSOX vs. VSGIX commentary
Sep 29, 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 Hold and VSGIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. IVSOX (166M). IVSOX pays higher dividends than VSGIX: IVSOX (2.05) vs VSGIX (0.52). IVSOX was incepted earlier than VSGIX: IVSOX (31 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 : 12.14 vs. IVSOX (7.13). VSGIX return over 5 years is better than : 42.67 vs. IVSOX (16.07).
IVSOXVSGIXIVSOX / VSGIX
Total Expense Ratio0.930.061,550%
Annual Report Gross Expense Ratio1.060.061,767%
Fund Existence31 years25 years-
Gain YTD7.3616.560112%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets166M38.6B0%
Annual Yield % from dividends2.050.52392%
Returns for 1 year7.1312.1459%
Returns for 3 years65.0754.35120%
Returns for 5 years16.0742.6738%
Returns for 10 years-2.65163.46-2%
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