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IVCSX vs NAESX
IVCSX vs NAESX Comparison
Open Charts IVCSX vs NAESX
Voya Small Company Port I
Price$13.68
Change-$0.68 (-4.74%)
VolumeN/A
Net Assets219.88M
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
IVCSX vs NAESX Comparison Chart
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IVCSX vs. NAESX commentary
Apr 11, 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 IVCSX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. IVCSX (220M). NAESX pays higher dividends than IVCSX: NAESX (1.39) vs IVCSX (0.87). IVCSX was incepted earlier than NAESX: IVCSX (28 years) vs NAESX (65 years). IVCSX (0.95) is less costly to investors than NAESX (0.17). IVCSX is a more actively managed with annual turnover of: 193.00 vs. NAESX (12.00). IVCSX has a lower initial minimum investment than NAESX: IVCSX (0) vs NAESX (3000). IVCSX annual gain was more profitable for investors over the last year : -1.16 vs. NAESX (-3.54). NAESX return over 5 years is better than : 71.00 vs. IVCSX (15.14).
| IVCSX | NAESX | IVCSX / NAESX | |
| Total Expense Ratio | 0.86 | 0.17 | 506% |
| Annual Report Gross Expense Ratio | 0.95 | 0.17 | 559% |
| Fund Existence | 28 years | 65 years | - |
| Gain YTD | -10.418 | -11.734 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 143B | 0% |
| Annual Yield % from dividends | 0.87 | 1.39 | 63% |
| Returns for 1 year | -1.16 | -3.54 | 33% |
| Returns for 3 years | -24.28 | 4.24 | -573% |
| Returns for 5 years | 15.14 | 71.00 | 21% |
| Returns for 10 years | -38.52 | 78.67 | -49% |