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IVCSX vs NAESX
IVCSX vs NAESX Comparison
Open Charts IVCSX vs NAESX
Voya Small Company Port I
Price$15.76
Change-$0.41 (-2.54%)
VolumeN/A
Net Assets250.62M
Vanguard Small Cap Index I
Price$109.44
Change-$1.60 (-1.44%)
VolumeN/A
Net Assets160.88B
IVCSX vs NAESX Comparison Chart
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IVCSX vs. NAESX commentary
Mar 05, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. IVCSX (251M). NAESX pays higher dividends than IVCSX: NAESX (1.31) vs IVCSX (0.40). IVCSX was incepted earlier than NAESX: IVCSX (28 years) vs NAESX (64 years). 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). NAESX annual gain was more profitable for investors over the last year : 7.68 vs. IVCSX (6.81). NAESX return over 5 years is better than : 56.74 vs. IVCSX (4.49).
| IVCSX | NAESX | IVCSX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 64 years | - |
| Gain YTD | -1.684 | -1.155 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 161B | 0% |
| Annual Yield % from dividends | 0.40 | 1.31 | 31% |
| Returns for 1 year | 6.81 | 7.68 | 89% |
| Returns for 3 years | -19.33 | 16.86 | -115% |
| Returns for 5 years | 4.49 | 56.74 | 8% |
| Returns for 10 years | -30.13 | 106.73 | -28% |
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