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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$22.33
Change+$0.21 (+0.95%)
VolumeN/A
Net Assets168.7M
Vanguard Explorer Adm
Price$108.38
Change+$0.80 (+0.74%)
VolumeN/A
Net Assets20.12B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Jul 26, 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 Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B vs. IVSOX (169M). IVSOX pays higher dividends than VEXRX: IVSOX (0.69) 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 : -1.29 vs. VEXRX (-1.59). VEXRX return over 5 years is better than : 10.79 vs. IVSOX (5.38).
| 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 | -3.069 | 0.683 | -449% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 20.1B | 1% |
| Annual Yield % from dividends | 0.69 | 0.52 | 132% |
| Returns for 1 year | -1.29 | -1.59 | 81% |
| Returns for 3 years | 37.93 | 16.75 | 227% |
| Returns for 5 years | 5.38 | 10.79 | 50% |
| Returns for 10 years | -23.08 | 20.25 | -114% |
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