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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$24.27
Change+$0.22 (+0.91%)
VolumeN/A
Net Assets161.04M
Vanguard Explorer Adm
Price$109.66
Change+$0.22 (+0.20%)
VolumeN/A
Net Assets20.54B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Nov 20, 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. IVSOX (161M). IVSOX pays higher dividends than VEXRX: IVSOX (1.89) vs VEXRX (0.49). IVSOX was incepted earlier than VEXRX: IVSOX (32 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 : 0.44 vs. VEXRX (-6.34). IVSOX return over 5 years is better than : -3.62 vs. VEXRX (-4.91).
| IVSOX | VEXRX | IVSOX / VEXRX | |
| Total Expense Ratio | 0.93 | 0.33 | 282% |
| Annual Report Gross Expense Ratio | 1.06 | 0.33 | 321% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 5.389 | 2.424 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 20.5B | 1% |
| Annual Yield % from dividends | 1.89 | 0.49 | 390% |
| Returns for 1 year | 0.44 | -6.34 | -7% |
| Returns for 3 years | 46.68 | 17.53 | 266% |
| Returns for 5 years | -3.62 | -4.91 | 74% |
| Returns for 10 years | -2.68 | 29.53 | -9% |
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