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IVSOX vs VSGIX
IVSOX vs VSGIX Comparison
Open Charts IVSOX vs VSGIX
Voya SmallCap Opportunities Port I
Price$22.94
Change-$0.11 (-0.48%)
VolumeN/A
Net Assets174.08M
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
IVSOX vs VSGIX Comparison Chart in %
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IVSOX vs. VSGIX commentary
Aug 18, 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 StrongBuy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. IVSOX (174M). IVSOX pays higher dividends than VSGIX: IVSOX (2.18) vs VSGIX (0.54). 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 : 12.52 vs. IVSOX (4.47). VSGIX return over 5 years is better than : 34.27 vs. IVSOX (4.31).
| 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 | 31 years | 25 years | - |
| Gain YTD | 0.525 | 2.257 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 37.5B | 0% |
| Annual Yield % from dividends | 2.18 | 0.54 | 402% |
| Returns for 1 year | 4.47 | 12.52 | 36% |
| Returns for 3 years | 29.19 | 21.63 | 135% |
| Returns for 5 years | 4.31 | 34.27 | 13% |
| Returns for 10 years | -19.91 | 121.03 | -16% |
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