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IVCSX vs NAESX
IVCSX vs NAESX Comparison
Open Charts IVCSX vs NAESX
Voya Small Company Port I
Price$14.79
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets223.54M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
IVCSX vs NAESX Comparison Chart
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IVCSX vs. NAESX commentary
May 09, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. IVCSX (224M). NAESX pays higher dividends than IVCSX: NAESX (1.43) vs IVCSX (0.90). 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: 183.00 vs. NAESX (13.00). IVCSX has a lower initial minimum investment than NAESX: IVCSX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.80 vs. IVCSX (-0.90). NAESX return over 5 years is better than : 64.48 vs. IVCSX (14.15).
| 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 | -7.985 | -8.744 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 140B | 0% |
| Annual Yield % from dividends | 0.90 | 1.43 | 63% |
| Returns for 1 year | -0.90 | -0.80 | 113% |
| Returns for 3 years | -18.90 | 14.78 | -128% |
| Returns for 5 years | 14.15 | 64.48 | 22% |
| Returns for 10 years | -25.68 | 87.13 | -29% |