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IVSOX vs VEXPX
IVSOX vs VEXPX Comparison
Open Charts IVSOX vs VEXPX
Voya SmallCap Opportunities Port I
Price$19.21
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets146.76M
IVSOX vs VEXPX Comparison Chart
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IVSOX vs. VEXPX commentary
Apr 19, 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: 19.8B vs. IVSOX (147M). IVSOX pays higher dividends than VEXPX: IVSOX (0.75) vs VEXPX (0.44). 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 : -4.38 vs. VEXPX (-10.98). VEXPX return over 5 years is better than : 16.25 vs. IVSOX (5.76).
| 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 | -17.660 | -14.598 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 19.8B | 1% |
| Annual Yield % from dividends | 0.75 | 0.44 | 171% |
| Returns for 1 year | -4.38 | -10.98 | 40% |
| Returns for 3 years | -17.23 | -11.68 | 148% |
| Returns for 5 years | 5.76 | 16.25 | 35% |
| Returns for 10 years | -35.36 | -1.35 | 2,614% |
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