IVSOX
Price
$22.33
Change
+$0.21 (+0.95%)
Updated
Jul 25 closing price
Net Assets
170.23M
VEXRX
Price
$108.38
Change
+$0.80 (+0.74%)
Updated
Jul 25 closing price
Net Assets
20.12B
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IVSOX vs VEXRX

Header iconIVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRXBanner chart's image
Voya SmallCap Opportunities Port I
Price$22.33
Change+$0.21 (+0.95%)
VolumeN/A
Net Assets170.23M
Vanguard Explorer Adm
Price$108.38
Change+$0.80 (+0.74%)
VolumeN/A
Net Assets20.12B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Jul 28, 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 VEXRX is a Buy.

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FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B vs. IVSOX (170M). IVSOX pays higher dividends than VEXRX: IVSOX (0.69) vs VEXRX (0.52). IVSOX was incepted earlier than VEXRX: IVSOX (31 years) vs VEXRX (24 years). IVSOX (1.06) is less costly to investors than VEXRX (0.33). IVSOX is a more actively managed with annual turnover of: 115.00 vs. VEXRX (35.00). IVSOX has a lower initial minimum investment than VEXRX: IVSOX (0) vs VEXRX (50000). IVSOX annual gain was more profitable for investors over the last year : -0.35 vs. VEXRX (-1.37). VEXRX return over 5 years is better than : 11.05 vs. IVSOX (6.38).
IVSOXVEXRXIVSOX / VEXRX
Total Expense Ratio0.930.33282%
Annual Report Gross Expense Ratio1.060.33321%
Fund Existence31 years24 years-
Gain YTD-2.1481.432-150%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets170M20.1B1%
Annual Yield % from dividends0.690.52132%
Returns for 1 year-0.35-1.3726%
Returns for 3 years39.2417.02231%
Returns for 5 years6.3811.0558%
Returns for 10 years-22.3520.53-109%
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