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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$21.44
Change-$0.44 (-2.01%)
VolumeN/A
Net Assets160.67M
Vanguard Explorer Adm
Price$102.00
Change-$1.70 (-1.64%)
VolumeN/A
Net Assets19.41B
IVSOX vs VEXRX Comparison Chart
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IVSOX vs. VEXRX commentary
Jun 16, 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. IVSOX (161M). IVSOX pays higher dividends than VEXRX: IVSOX (0.73) vs VEXRX (0.54). 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 : -1.64 vs. VEXRX (-4.58). VEXRX return over 5 years is better than : 12.41 vs. IVSOX (4.70).
| 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 | -8.101 | -4.539 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 19.4B | 1% |
| Annual Yield % from dividends | 0.73 | 0.54 | 135% |
| Returns for 1 year | -1.64 | -4.58 | 36% |
| Returns for 3 years | 9.26 | 16.73 | 55% |
| Returns for 5 years | 4.70 | 12.41 | 38% |
| Returns for 10 years | -28.62 | 8.95 | -320% |