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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$22.94
Change-$0.11 (-0.48%)
VolumeN/A
Net Assets174.08M
Vanguard Explorer Adm
Price$108.24
Change-$0.15 (-0.14%)
VolumeN/A
Net Assets19.88B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.9B vs. IVSOX (174M). IVSOX pays higher dividends than VEXRX: IVSOX (2.18) vs VEXRX (0.52). 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 : 4.47 vs. VEXRX (-1.91). VEXRX return over 5 years is better than : 5.01 vs. IVSOX (4.31).
| 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 | 0.525 | 1.301 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 19.9B | 1% |
| Annual Yield % from dividends | 2.18 | 0.52 | 422% |
| Returns for 1 year | 4.47 | -1.91 | -234% |
| Returns for 3 years | 29.19 | 5.36 | 544% |
| Returns for 5 years | 4.31 | 5.01 | 86% |
| Returns for 10 years | -19.91 | 19.88 | -100% |
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