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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
Voya SmallCap Opportunities Port I
Price$24.01
Change-$0.56 (-2.28%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$116.29
Change-$2.06 (-1.74%)
VolumeN/A
CapitalizationN/A
IVSOX vs VEXRX Comparison Chart
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IVSOX vs. VEXRX commentary
Nov 18, 2024
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 StrongBuy and VEXRX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22B vs. IVSOX (228M). VEXRX pays higher dividends than IVSOX: VEXRX (0.58) vs IVSOX (0.00). IVSOX was incepted earlier than VEXRX: IVSOX (31 years) vs VEXRX (23 years). IVSOX is a more actively managed with annual turnover of: 105.00 vs. VEXRX (40.00). 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 : 37.37 vs. VEXRX (26.37). VEXRX return over 5 years is better than : 18.31 vs. IVSOX (11.47).
| IVSOX | VEXRX | IVSOX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 22.358 | 12.651 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228M | 22B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 37.37 | 26.37 | 142% |
| Returns for 3 years | -15.17 | -20.66 | 73% |
| Returns for 5 years | 11.47 | 18.31 | 63% |
| Returns for 10 years | -10.98 | 18.71 | -59% |
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