IVSOX
Price
$22.09
Change
+$0.25 (+1.14%)
Updated
Jul 3 closing price
Net Assets
169.46M
VSGIX
Price
$79.26
Change
+$0.80 (+1.02%)
Updated
Jul 3 closing price
Net Assets
34.95B
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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$22.09
Change+$0.25 (+1.14%)
VolumeN/A
Net Assets169.46M
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
IVSOX vs VSGIX Comparison Chart in %
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VS
IVSOX vs. VSGIX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. IVSOX (169M). IVSOX pays higher dividends than VSGIX: IVSOX (0.69) vs VSGIX (0.55). 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 : 12.95 vs. IVSOX (2.10). VSGIX return over 5 years is better than : 40.73 vs. IVSOX (5.87).
IVSOXVSGIXIVSOX / VSGIX
Total Expense Ratio0.930.061,550%
Annual Report Gross Expense Ratio1.060.061,767%
Fund Existence31 years25 years-
Gain YTD-3.2000.607-527%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets169M35B0%
Annual Yield % from dividends0.690.55125%
Returns for 1 year2.1012.9516%
Returns for 3 years44.4841.88106%
Returns for 5 years5.8740.7314%
Returns for 10 years-23.93116.42-21%
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