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IVSOX vs VEXPX
IVSOX vs VEXPX Comparison
Open Charts IVSOX vs VEXPX
Voya SmallCap Opportunities Port I
Price$20.68
Change+$0.15 (+0.73%)
VolumeN/A
Net Assets158.42M
IVSOX vs VEXPX Comparison Chart
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IVSOX vs. VEXPX commentary
Mar 12, 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 VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. IVSOX (158M). IVSOX pays higher dividends than VEXPX: IVSOX (0.69) vs VEXPX (0.41). IVSOX was incepted earlier than VEXPX: IVSOX (31 years) vs VEXPX (57 years). IVSOX (1.07) is less costly to investors than VEXPX (0.45). IVSOX is a more actively managed with annual turnover of: 105.00 vs. VEXPX (35.00). IVSOX has a lower initial minimum investment than VEXPX: IVSOX (0) vs VEXPX (3000). IVSOX annual gain was more profitable for investors over the last year : 0.98 vs. VEXPX (-9.69). VEXPX return over 5 years is better than : 40.28 vs. IVSOX (19.58).
| IVSOX | VEXPX | IVSOX / VEXPX | |
| Total Expense Ratio | 0.86 | 0.45 | 191% |
| Annual Report Gross Expense Ratio | 1.07 | 0.45 | 238% |
| Fund Existence | 31 years | 57 years | - |
| Gain YTD | -8.787 | -9.126 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 21.4B | 1% |
| Annual Yield % from dividends | 0.69 | 0.41 | 170% |
| Returns for 1 year | 0.98 | -9.69 | -10% |
| Returns for 3 years | -7.83 | -3.70 | 212% |
| Returns for 5 years | 19.58 | 40.28 | 49% |
| Returns for 10 years | -26.41 | 7.99 | -330% |
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