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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$25.65
Change+$0.32 (+1.26%)
VolumeN/A
Net Assets173.01M
Vanguard Explorer Adm
Price$114.67
Change+$0.85 (+0.75%)
VolumeN/A
Net Assets20.56B
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Oct 27, 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: 20.6B vs. IVSOX (173M). 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 : 11.21 vs. VEXRX (1.42). IVSOX return over 5 years is better than : 9.80 vs. VEXRX (6.08).
| 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 | 12.400 | 7.319 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 20.6B | 1% |
| Annual Yield % from dividends | 1.96 | 0.49 | 399% |
| Returns for 1 year | 11.21 | 1.42 | 788% |
| Returns for 3 years | 60.14 | 26.25 | 229% |
| Returns for 5 years | 9.80 | 6.08 | 161% |
| Returns for 10 years | 6.86 | 39.77 | 17% |
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