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IVSOX vs VEXPX
IVSOX vs VEXPX Comparison
Open Charts IVSOX vs VEXPX
Voya SmallCap Opportunities Port I
Price$24.45
Change-$1.04 (-4.08%)
VolumeN/A
Net Assets164.05M
IVSOX vs VEXPX Comparison Chart in %
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IVSOX vs. VEXPX commentary
Nov 14, 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 VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. IVSOX (164M). IVSOX pays higher dividends than VEXPX: IVSOX (1.89) vs VEXPX (0.38). IVSOX was incepted earlier than VEXPX: IVSOX (32 years) vs VEXPX (58 years). IVSOX (1.06) is less costly to investors than VEXPX (0.44). IVSOX is a more actively managed with annual turnover of: 115.00 vs. VEXPX (35.00). IVSOX has a lower initial minimum investment than VEXPX: IVSOX (0) vs VEXPX (3000). IVSOX annual gain was more profitable for investors over the last year : 3.62 vs. VEXPX (-4.98). IVSOX return over 5 years is better than : 3.07 vs. VEXPX (1.25).
| IVSOX | VEXPX | IVSOX / VEXPX | |
| Total Expense Ratio | 0.93 | 0.44 | 211% |
| Annual Report Gross Expense Ratio | 1.06 | 0.44 | 241% |
| Fund Existence | 32 years | 58 years | - |
| Gain YTD | 11.699 | 6.620 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 20.5B | 1% |
| Annual Yield % from dividends | 1.89 | 0.38 | 503% |
| Returns for 1 year | 3.62 | -4.98 | -73% |
| Returns for 3 years | 53.10 | 19.54 | 272% |
| Returns for 5 years | 3.07 | 1.25 | 246% |
| Returns for 10 years | 5.47 | 38.39 | 14% |
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