Interact to see
Advertisement
Advertisement
IVSOX vs VSGIX
IVSOX vs VSGIX Comparison
Open Charts IVSOX vs VSGIX
Voya SmallCap Opportunities Port I
Price$21.44
Change-$0.44 (-2.01%)
VolumeN/A
Net Assets160.67M
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
IVSOX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVSOX vs. VSGIX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. IVSOX (161M). IVSOX pays higher dividends than VSGIX: IVSOX (0.73) vs VSGIX (0.58). 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 : 7.16 vs. IVSOX (-1.64). VSGIX return over 5 years is better than : 40.60 vs. IVSOX (4.70).
| 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 | -8.101 | -4.502 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 35B | 0% |
| Annual Yield % from dividends | 0.73 | 0.58 | 127% |
| Returns for 1 year | -1.64 | 7.16 | -23% |
| Returns for 3 years | 9.26 | 38.64 | 24% |
| Returns for 5 years | 4.70 | 40.60 | 12% |
| Returns for 10 years | -28.62 | 101.47 | -28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPXS | 5.28 | 0.19 | +3.73% |
| Direxion Daily S&P 500® Bear 3X ETF | |||
| BGX | 12.27 | N/A | N/A |
| Blackstone Long-Short Credit Income Fund | |||
| IEF | 94.29 | -0.35 | -0.37% |
| iShares 7-10 Year Treasury Bond ETF | |||
| KNGZ | 32.71 | -0.50 | -1.51% |
| FirstTrust S&P500 DvrsDiv AristocratsETF | |||
| KBE | 52.87 | -1.34 | -2.47% |
| SPDR® S&P Bank ETF | |||