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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$22.94
Change-$0.11 (-0.48%)
VolumeN/A
Net Assets174.99M
Vanguard Explorer Adm
Price$108.24
Change-$0.15 (-0.14%)
VolumeN/A
Net Assets19.88B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Aug 17, 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 StrongBuy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.9B vs. IVSOX (175M). IVSOX pays higher dividends than VEXRX: IVSOX (2.18) vs VEXRX (0.52). IVSOX was incepted earlier than VEXRX: IVSOX (31 years) vs VEXRX (24 years). IVSOX (1.06) is less costly to investors than VEXRX (0.33). IVSOX is a more actively managed with annual turnover of: 115.00 vs. VEXRX (35.00). 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 : 4.97 vs. VEXRX (-1.27). VEXRX return over 5 years is better than : 5.69 vs. IVSOX (4.81).
| IVSOX | VEXRX | IVSOX / VEXRX | |
| Total Expense Ratio | 0.93 | 0.33 | 282% |
| Annual Report Gross Expense Ratio | 1.06 | 0.33 | 321% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 1.007 | 1.441 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 19.9B | 1% |
| Annual Yield % from dividends | 2.18 | 0.52 | 422% |
| Returns for 1 year | 4.97 | -1.27 | -390% |
| Returns for 3 years | 29.81 | 6.05 | 493% |
| Returns for 5 years | 4.81 | 5.69 | 85% |
| Returns for 10 years | -19.52 | 20.66 | -95% |
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