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IVSOX vs VEXPX
IVSOX vs VEXPX Comparison
Open Charts IVSOX vs VEXPX
Voya SmallCap Opportunities Port I
Price$22.09
Change+$0.25 (+1.14%)
VolumeN/A
Net Assets169.46M
IVSOX vs VEXPX Comparison Chart in %
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IVSOX vs. VEXPX commentary
Jul 07, 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 VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. IVSOX (169M). IVSOX pays higher dividends than VEXPX: IVSOX (0.69) vs VEXPX (0.40). IVSOX was incepted earlier than VEXPX: IVSOX (31 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 : 2.10 vs. VEXPX (1.30). VEXPX return over 5 years is better than : 13.29 vs. IVSOX (5.87).
| IVSOX | VEXPX | IVSOX / VEXPX | |
| Total Expense Ratio | 0.93 | 0.44 | 211% |
| Annual Report Gross Expense Ratio | 1.06 | 0.44 | 241% |
| Fund Existence | 31 years | 58 years | - |
| Gain YTD | -3.200 | 0.739 | -433% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 19.4B | 1% |
| Annual Yield % from dividends | 0.69 | 0.40 | 171% |
| Returns for 1 year | 2.10 | 1.30 | 161% |
| Returns for 3 years | 44.48 | 20.99 | 212% |
| Returns for 5 years | 5.87 | 13.29 | 44% |
| Returns for 10 years | -23.93 | 18.24 | -131% |
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