Ad is loading...
IPSIX vs NAESX
IPSIX vs NAESX Comparison
Open Charts IPSIX vs NAESX
Voya Index Plus SmallCap Port I
Price$19.85
Change-$1.46 (-6.85%)
VolumeN/A
Net Assets357.85M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
IPSIX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IPSIX vs. NAESX commentary
Apr 04, 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 IPSIX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. IPSIX (358M). NAESX pays higher dividends than IPSIX: NAESX (1.39) vs IPSIX (1.28). IPSIX was incepted earlier than NAESX: IPSIX (27 years) vs NAESX (65 years). IPSIX (0.70) is less costly to investors than NAESX (0.17). IPSIX is a more actively managed with annual turnover of: 57.00 vs. NAESX (12.00). IPSIX has a lower initial minimum investment than NAESX: IPSIX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. IPSIX (-4.42). NAESX return over 5 years is better than : 115.68 vs. IPSIX (80.00).
| IPSIX | NAESX | IPSIX / NAESX | |
| Total Expense Ratio | 0.60 | 0.17 | 353% |
| Annual Report Gross Expense Ratio | 0.70 | 0.17 | 412% |
| Fund Existence | 27 years | 65 years | - |
| Gain YTD | -7.726 | -5.833 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 153B | 0% |
| Annual Yield % from dividends | 1.28 | 1.39 | 92% |
| Returns for 1 year | -4.42 | 1.18 | -376% |
| Returns for 3 years | -16.87 | 6.44 | -262% |
| Returns for 5 years | 80.00 | 115.68 | 69% |
| Returns for 10 years | -2.28 | 90.61 | -3% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DWOCX | 13.58 | N/A | N/A |
| BNY Mellon Research Growth C | |||
| MNBAX | 19.28 | N/A | N/A |
| Manning & Napier Pro-Blend Extnd Term S | |||
| IVSOX | 20.66 | N/A | N/A |
| Voya SmallCap Opportunities Port I | |||
| PQCCX | 8.97 | N/A | N/A |
| PGIM Quant Solutions Mid-Cap Index R6 | |||
| PRJBX | 39.79 | N/A | N/A |
| PGIM Jennison Global Opportunities R2 | |||