Interact to see
Advertisement
Advertisement
IVSOX vs VEXPX
IVSOX vs VEXPX Comparison
Open Charts IVSOX vs VEXPX
Voya SmallCap Opportunities Port I
Price$23.78
Change-$0.13 (-0.54%)
VolumeN/A
Net Assets180.41M
IVSOX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVSOX vs. VEXPX commentary
Sep 10, 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 VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. IVSOX (180M). IVSOX pays higher dividends than VEXPX: IVSOX (2.05) vs VEXPX (0.39). IVSOX was incepted earlier than VEXPX: IVSOX (31 years) vs VEXPX (58 years). IVSOX (1.06) is less costly to investors than VEXPX (0.44). IVSOX is a more actively managed with annual turnover of: 115.00 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 : 11.06 vs. VEXPX (4.35). VEXPX return over 5 years is better than : 14.40 vs. IVSOX (12.19).
| IVSOX | VEXPX | IVSOX / VEXPX | |
| Total Expense Ratio | 0.93 | 0.44 | 211% |
| Annual Report Gross Expense Ratio | 1.06 | 0.44 | 241% |
| Fund Existence | 31 years | 58 years | - |
| Gain YTD | 4.775 | 5.385 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 20.5B | 1% |
| Annual Yield % from dividends | 2.05 | 0.39 | 532% |
| Returns for 1 year | 11.06 | 4.35 | 254% |
| Returns for 3 years | 41.55 | 16.14 | 257% |
| Returns for 5 years | 12.19 | 14.40 | 85% |
| Returns for 10 years | -12.71 | 33.00 | -38% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSCIX | 14.25 | N/A | N/A |
| Cohen & Steers Real Estate Securities C | |||
| SNWCX | 61.37 | N/A | N/A |
| Easterly Snow Small Cap Value C | |||
| AATSX | 20.51 | N/A | N/A |
| Ancora/Thelen Small-Mid Cap S | |||
| ACFNX | 80.98 | N/A | N/A |
| American Century Focused Dynamic Gr R6 | |||
| SMFAX | 34.02 | -0.24 | -0.70% |
| American Beacon Stephens Mid-Cap Gr A | |||