IPSIX
Price
$25.44
Change
-$0.17 (-0.66%)
Updated
Sep 10 closing price
Net Assets
402.99M
NAESX
Price
$140.58
Change
+$1.16 (+0.83%)
Updated
Sep 11 closing price
Net Assets
185.27B
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IPSIX vs NAESX

IPSIX vs NAESX Comparison Chart in %
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IPSIX vs. NAESX commentary
Sep 12, 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 IPSIX is a Hold and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 185B vs. IPSIX (403M). NAESX pays higher dividends than IPSIX: NAESX (1.09) vs IPSIX (1.00). IPSIX was incepted earlier than NAESX: IPSIX (29 years) vs NAESX (66 years). IPSIX (0.68) is less costly to investors than NAESX (0.17). IPSIX is a more actively managed with annual turnover of: 76.00 vs. NAESX (17.00). IPSIX (0) and NAESX (0) have matching initial minimum investment requirements. IPSIX (13.21) and NAESX (13.09) have marching annual gain over last year. NAESX return over 5 years is better than : 32.77 vs. IPSIX (4.82).
IPSIXNAESXIPSIX / NAESX
Total Expense Ratio0.600.17353%
Annual Report Gross Expense Ratio0.680.17400%
Fund Existence29 years66 years-
Gain YTD11.30312.98287%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets403M185B0%
Annual Yield % from dividends1.001.0992%
Returns for 1 year13.2113.09101%
Returns for 3 years33.3649.5767%
Returns for 5 years4.8232.7715%
Returns for 10 years19.66152.6013%
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