IVSOX
Price
$22.09
Change
+$0.25 (+1.14%)
Updated
Jul 3 closing price
Net Assets
169.46M
VEXRX
Price
$107.70
Change
+$0.84 (+0.79%)
Updated
Jul 3 closing price
Net Assets
19.41B
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IVSOX vs VEXRX

Header iconIVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRXBanner chart's image
Voya SmallCap Opportunities Port I
Price$22.09
Change+$0.25 (+1.14%)
VolumeN/A
Net Assets169.46M
Vanguard Explorer Adm
Price$107.70
Change+$0.84 (+0.79%)
VolumeN/A
Net Assets19.41B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. IVSOX (169M). IVSOX pays higher dividends than VEXRX: IVSOX (0.69) 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 : 2.10 vs. VEXRX (1.29). VEXRX return over 5 years is better than : 13.21 vs. IVSOX (5.87).
IVSOXVEXRXIVSOX / VEXRX
Total Expense Ratio0.930.33282%
Annual Report Gross Expense Ratio1.060.33321%
Fund Existence31 years24 years-
Gain YTD-3.2000.796-402%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRAN/AN/A-
Net Assets169M19.4B1%
Annual Yield % from dividends0.690.52132%
Returns for 1 year2.101.29163%
Returns for 3 years44.4820.96212%
Returns for 5 years5.8713.2144%
Returns for 10 years-23.9318.20-132%
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