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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$20.61
Change+$0.28 (+1.38%)
VolumeN/A
Net Assets154.71M
IVSOX vs VEXRX Comparison Chart
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IVSOX vs. VEXRX commentary
May 09, 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: 18.9B vs. IVSOX (155M). IVSOX pays higher dividends than VEXRX: IVSOX (0.77) vs VEXRX (0.57). IVSOX was incepted earlier than VEXRX: IVSOX (31 years) vs VEXRX (24 years). IVSOX (1.07) 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 : -5.40 vs. VEXRX (-8.83). VEXRX return over 5 years is better than : 12.72 vs. IVSOX (2.41).
| IVSOX | VEXRX | IVSOX / VEXRX | |
| Total Expense Ratio | 0.86 | 0.33 | 261% |
| Annual Report Gross Expense Ratio | 1.07 | 0.33 | 324% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | -12.859 | -9.153 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 18.9B | 1% |
| Annual Yield % from dividends | 0.77 | 0.57 | 134% |
| Returns for 1 year | -5.40 | -8.83 | 61% |
| Returns for 3 years | 1.35 | 7.57 | 18% |
| Returns for 5 years | 2.41 | 12.72 | 19% |
| Returns for 10 years | -30.38 | 6.85 | -443% |
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