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ISPVX vs NAESX
ISPVX vs NAESX Comparison
Open Charts ISPVX vs NAESX
ISPVX vs NAESX Comparison Chart in %
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ISPVX vs. NAESX commentary
Jul 01, 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 ISPVX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. ISPVX (393M). NAESX pays higher dividends than ISPVX: NAESX (1.08) vs ISPVX (0.38). ISPVX was incepted earlier than NAESX: ISPVX (12 years) vs NAESX (66 years). ISPVX (0.95) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 17.00 vs. ISPVX (16.00). ISPVX (0) and NAESX (0) have matching initial minimum investment requirements. ISPVX annual gain was more profitable for investors over the last year : 30.36 vs. NAESX (27.53). NAESX return over 5 years is better than : 34.96 vs. ISPVX (0.95).
| ISPVX | NAESX | ISPVX / NAESX | |
| Total Expense Ratio | 0.77 | 0.17 | 453% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 12 years | 66 years | - |
| Gain YTD | 20.643 | 17.059 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 183B | 0% |
| Annual Yield % from dividends | 0.38 | 1.08 | 35% |
| Returns for 1 year | 30.36 | 27.53 | 110% |
| Returns for 3 years | 60.78 | 53.09 | 114% |
| Returns for 5 years | 0.95 | 34.96 | 3% |
| Returns for 10 years | 55.48 | 169.05 | 33% |