Ad is loading...
IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$19.21
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets146.76M
IVSOX vs VEXRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVSOX vs. VEXRX commentary
Apr 19, 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: 19.8B vs. IVSOX (147M). IVSOX pays higher dividends than VEXRX: IVSOX (0.75) vs VEXRX (0.56). IVSOX was incepted earlier than VEXRX: IVSOX (31 years) vs VEXRX (23 years). IVSOX (1.07) is less costly to investors than VEXRX (0.34). IVSOX is a more actively managed with annual turnover of: 105.00 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 : -4.38 vs. VEXRX (-10.88). VEXRX return over 5 years is better than : 16.31 vs. IVSOX (5.76).
| IVSOX | VEXRX | IVSOX / VEXRX | |
| Total Expense Ratio | 0.86 | 0.34 | 253% |
| Annual Report Gross Expense Ratio | 1.07 | 0.34 | 315% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -17.660 | -14.562 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 19.8B | 1% |
| Annual Yield % from dividends | 0.75 | 0.56 | 133% |
| Returns for 1 year | -4.38 | -10.88 | 40% |
| Returns for 3 years | -17.23 | -11.59 | 149% |
| Returns for 5 years | 5.76 | 16.31 | 35% |
| Returns for 10 years | -35.36 | -1.26 | 2,800% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XMHQ | 88.36 | 0.67 | +0.76% |
| Invesco S&P MidCap Quality ETF | |||
| IAPR | 27.32 | 0.14 | +0.53% |
| Innovator Intl Dev Pwr Bffr ETF Apr | |||
| QAI | 30.66 | 0.12 | +0.39% |
| NYLI Hedge Multi-Strategy Tracker ETF | |||
| MFLX | 16.48 | 0.04 | +0.21% |
| First Trust Flexible Muncpl Hgh Inc ETF | |||
| SGLC | 29.13 | -0.03 | -0.11% |
| SGI U.S. Large Cap Core ETF | |||