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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$24.45
Change-$1.04 (-4.08%)
VolumeN/A
Net Assets164.05M
Vanguard Explorer Adm
Price$110.98
Change-$3.05 (-2.67%)
VolumeN/A
Net Assets20.54B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. IVSOX (164M). IVSOX pays higher dividends than VEXRX: IVSOX (1.89) vs VEXRX (0.49). IVSOX was incepted earlier than VEXRX: IVSOX (32 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 : 3.62 vs. VEXRX (-4.89). IVSOX return over 5 years is better than : 3.07 vs. VEXRX (1.29).
| IVSOX | VEXRX | IVSOX / VEXRX | |
| Total Expense Ratio | 0.93 | 0.33 | 282% |
| Annual Report Gross Expense Ratio | 1.06 | 0.33 | 321% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 11.699 | 6.720 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 20.5B | 1% |
| Annual Yield % from dividends | 1.89 | 0.49 | 390% |
| Returns for 1 year | 3.62 | -4.89 | -74% |
| Returns for 3 years | 53.10 | 19.65 | 270% |
| Returns for 5 years | 3.07 | 1.29 | 237% |
| Returns for 10 years | 5.47 | 38.49 | 14% |
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