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IVSOX vs VEXRX
IVSOX vs VEXRX Comparison
Open Charts IVSOX vs VEXRX
IVSOX vs VEXRX Comparison Chart in %
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IVSOX vs. VEXRX commentary
Jun 24, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.4B vs. IVSOX (212M). IVSOX pays higher dividends than VEXRX: IVSOX (1.58) vs VEXRX (0.49). IVSOX was incepted earlier than VEXRX: IVSOX (32 years) vs VEXRX (25 years). IVSOX (1.11) is less costly to investors than VEXRX (0.28). IVSOX is a more actively managed with annual turnover of: 129.00 vs. VEXRX (51.00). 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 : 52.69 vs. VEXRX (21.82). IVSOX return over 5 years is better than : 9.02 vs. VEXRX (-6.64).
| IVSOX | VEXRX | IVSOX / VEXRX | |
| Total Expense Ratio | 0.92 | 0.28 | 329% |
| Annual Report Gross Expense Ratio | 1.11 | 0.28 | 396% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 23.378 | 18.165 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 22.4B | 1% |
| Annual Yield % from dividends | 1.58 | 0.49 | 322% |
| Returns for 1 year | 52.69 | 21.82 | 241% |
| Returns for 3 years | 86.10 | 35.32 | 244% |
| Returns for 5 years | 9.02 | -6.64 | -136% |
| Returns for 10 years | 34.83 | 71.14 | 49% |
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