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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$23.40
Change-$0.21 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$114.22
Change-$0.76 (-0.66%)
VolumeN/A
CapitalizationN/A
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IVSOX vs VEXRX Comparison Chart
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IVSOX vs. VEXRX commentary
Sep 21, 2024
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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.6B vs. IVSOX (226M). VEXRX pays higher dividends than IVSOX: VEXRX (0.58) vs IVSOX (0.00). IVSOX was incepted earlier than VEXRX: IVSOX (30 years) vs VEXRX (23 years). IVSOX is a more actively managed with annual turnover of: 105.00 vs. VEXRX (40.00). 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 : 36.01 vs. VEXRX (24.37). VEXRX return over 5 years is better than : 20.18 vs. IVSOX (12.52).
| IVSOX | VEXRX | IVSOX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 23 years | - |
| Gain YTD | 20.320 | 10.646 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 22.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 36.01 | 24.37 | 148% |
| Returns for 3 years | -11.52 | -15.74 | 73% |
| Returns for 5 years | 12.52 | 20.18 | 62% |
| Returns for 10 years | -17.12 | 20.83 | -82% |