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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$27.97
Change+$2.76 (+10.95%)
VolumeN/A
Net Assets186.81M
Vanguard Explorer Adm
Price$111.06
Change-$1.83 (-1.62%)
VolumeN/A
Net Assets20.23B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.2B vs. IVSOX (187M). IVSOX pays higher dividends than VEXRX: IVSOX (1.76) vs VEXRX (0.54). 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 (51.00). 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 : 20.05 vs. VEXRX (0.66). IVSOX return over 5 years is better than : -6.21 vs. VEXRX (-12.97).
| 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 | 7.370 | 4.096 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 20.2B | 1% |
| Annual Yield % from dividends | 1.76 | 0.54 | 325% |
| Returns for 1 year | 20.05 | 0.66 | 3,030% |
| Returns for 3 years | 56.83 | 13.57 | 419% |
| Returns for 5 years | -6.21 | -12.97 | 48% |
| Returns for 10 years | 34.35 | 72.29 | 48% |
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