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IVSOX vs VSGIX
IVSOX vs VSGIX Comparison
Open Charts IVSOX vs VSGIX
Voya SmallCap Opportunities Port I
Price$26.25
Change+$0.44 (+1.70%)
VolumeN/A
Net Assets175.19M
Vanguard Small Cap Growth Index I
Price$85.51
Change+$0.83 (+0.98%)
VolumeN/A
Net Assets39.74B
IVSOX vs VSGIX Comparison Chart in %
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IVSOX vs. VSGIX commentary
Dec 04, 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.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. IVSOX (175M). IVSOX pays higher dividends than VSGIX: IVSOX (1.87) vs VSGIX (0.55). IVSOX was incepted earlier than VSGIX: IVSOX (32 years) vs VSGIX (26 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). IVSOX annual gain was more profitable for investors over the last year : 2.15 vs. VSGIX (0.15). VSGIX return over 5 years is better than : 21.88 vs. IVSOX (-0.79).
| 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 | 26 years | - |
| Gain YTD | 12.751 | 7.552 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 39.7B | 0% |
| Annual Yield % from dividends | 1.87 | 0.55 | 338% |
| Returns for 1 year | 2.15 | 0.15 | 1,406% |
| Returns for 3 years | 52.23 | 39.99 | 131% |
| Returns for 5 years | -0.79 | 21.88 | -4% |
| Returns for 10 years | 2.87 | 146.22 | 2% |
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