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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$25.19
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets170.78M
Vanguard Explorer Adm
Price$113.33
Change+$0.24 (+0.21%)
VolumeN/A
Net Assets20.46B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Oct 06, 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: 20.5B vs. IVSOX (171M). IVSOX pays higher dividends than VEXRX: IVSOX (1.96) vs VEXRX (0.49). 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 : 11.00 vs. VEXRX (0.95). IVSOX return over 5 years is better than : 15.51 vs. VEXRX (11.41).
| 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 | 10.384 | 6.065 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 20.5B | 1% |
| Annual Yield % from dividends | 1.96 | 0.49 | 399% |
| Returns for 1 year | 11.00 | 0.95 | 1,161% |
| Returns for 3 years | 56.79 | 24.50 | 232% |
| Returns for 5 years | 15.51 | 11.41 | 136% |
| Returns for 10 years | 6.63 | 38.24 | 17% |
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