Interact to see
Advertisement
Advertisement
IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$24.50
Change+$0.24 (+0.99%)
VolumeN/A
Net Assets165.73M
Vanguard Explorer Adm
Price$112.14
Change+$1.12 (+1.01%)
VolumeN/A
Net Assets20.46B
IVSOX vs VEXRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVSOX vs. VEXRX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. IVSOX (166M). IVSOX pays higher dividends than VEXRX: IVSOX (2.05) vs VEXRX (0.50). 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 : 7.13 vs. VEXRX (-1.58). IVSOX return over 5 years is better than : 16.07 vs. VEXRX (13.62).
| 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 | 7.361 | 4.951 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 20.5B | 1% |
| Annual Yield % from dividends | 2.05 | 0.50 | 412% |
| Returns for 1 year | 7.13 | -1.58 | -451% |
| Returns for 3 years | 65.07 | 31.59 | 206% |
| Returns for 5 years | 16.07 | 13.62 | 118% |
| Returns for 10 years | -2.65 | 42.33 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IDV | 36.46 | 0.37 | +1.03% |
| iShares International Select Div ETF | |||
| RSPE | 28.67 | 0.27 | +0.96% |
| Invesco ESG S&P 500 Equal Weight ETF | |||
| AVS | 10.45 | 0.07 | +0.67% |
| Direxion Daily AVGO Bear 1X Shares | |||
| MMTM | 282.23 | N/A | N/A |
| SPDR® S&P 1500 Momentum Tilt ETF | |||
| CCD | 20.77 | -0.15 | -0.72% |
| Calamos Dynamic Convertible & Income Fund | |||