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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$26.66
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets177.47M
Vanguard Explorer Adm
Price$108.81
Change-$0.26 (-0.24%)
VolumeN/A
Net Assets20.72B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Dec 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.7B vs. IVSOX (177M). IVSOX pays higher dividends than VEXRX: IVSOX (1.87) vs VEXRX (0.48). 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 : 14.18 vs. VEXRX (-5.89). IVSOX return over 5 years is better than : -5.19 vs. VEXRX (-9.80).
| 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 | 16.826 | 1.834 | 917% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 20.7B | 1% |
| Annual Yield % from dividends | 1.87 | 0.48 | 390% |
| Returns for 1 year | 14.18 | -5.89 | -241% |
| Returns for 3 years | 69.21 | 26.92 | 257% |
| Returns for 5 years | -5.19 | -9.80 | 53% |
| Returns for 10 years | 8.61 | 43.75 | 20% |
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