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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$23.86
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets180.04M
Vanguard Explorer Adm
Price$112.44
Change+$0.76 (+0.68%)
VolumeN/A
Net Assets20.46B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Sep 08, 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. IVSOX (180M). IVSOX pays higher dividends than VEXRX: IVSOX (2.05) vs VEXRX (0.50). 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 : 9.34 vs. VEXRX (2.61). VEXRX return over 5 years is better than : 12.06 vs. IVSOX (10.75).
| IVSOX | VEXRX | IVSOX / VEXRX | |
| Total Expense Ratio | 0.93 | 0.33 | 282% |
| Annual Report Gross Expense Ratio | 1.06 | 0.33 | 321% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 4.556 | 5.232 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 20.5B | 1% |
| Annual Yield % from dividends | 2.05 | 0.50 | 412% |
| Returns for 1 year | 9.34 | 2.61 | 358% |
| Returns for 3 years | 48.87 | 22.01 | 222% |
| Returns for 5 years | 10.75 | 12.06 | 89% |
| Returns for 10 years | -13.23 | 31.16 | -42% |
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