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IVSOX vs VEXPX
IVSOX vs VEXPX Comparison
Open Charts IVSOX vs VEXPX
IVSOX vs VEXPX Comparison Chart in %
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IVSOX vs. VEXPX commentary
Jun 24, 2026
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 StrongBuy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.4B vs. IVSOX (212M). IVSOX pays higher dividends than VEXPX: IVSOX (1.58) vs VEXPX (0.37). IVSOX was incepted earlier than VEXPX: IVSOX (32 years) vs VEXPX (59 years). IVSOX (1.11) is less costly to investors than VEXPX (0.39). IVSOX is a more actively managed with annual turnover of: 129.00 vs. VEXPX (51.00). 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 : 52.69 vs. VEXPX (21.85). IVSOX return over 5 years is better than : 9.02 vs. VEXPX (-6.65).
| IVSOX | VEXPX | IVSOX / VEXPX | |
| Total Expense Ratio | 0.92 | 0.39 | 236% |
| Annual Report Gross Expense Ratio | 1.11 | 0.39 | 285% |
| Fund Existence | 32 years | 59 years | - |
| Gain YTD | 23.378 | 18.108 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 22.4B | 1% |
| Annual Yield % from dividends | 1.58 | 0.37 | 427% |
| Returns for 1 year | 52.69 | 21.85 | 241% |
| Returns for 3 years | 86.10 | 35.20 | 245% |
| Returns for 5 years | 9.02 | -6.65 | -136% |
| Returns for 10 years | 34.83 | 71.00 | 49% |
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