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IVSOX vs VSGIX
IVSOX vs VSGIX Comparison
Open Charts IVSOX vs VSGIX
Voya SmallCap Opportunities Port I
Price$26.75
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets177.95M
Vanguard Small Cap Growth Index I
Price$87.29
Change+$0.09 (+0.10%)
VolumeN/A
Net Assets39.73B
IVSOX vs VSGIX Comparison Chart in %
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IVSOX vs. VSGIX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. IVSOX (178M). 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 : 15.15 vs. VSGIX (8.53). VSGIX return over 5 years is better than : 14.92 vs. IVSOX (-4.87).
| 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 | 17.221 | 10.840 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 39.7B | 0% |
| Annual Yield % from dividends | 1.87 | 0.55 | 338% |
| Returns for 1 year | 15.15 | 8.53 | 178% |
| Returns for 3 years | 68.64 | 55.77 | 123% |
| Returns for 5 years | -4.87 | 14.92 | -33% |
| Returns for 10 years | 9.85 | 158.30 | 6% |
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