IVCSX
Price
$16.00
Change
+$0.06 (+0.38%)
Updated
Jun 24 closing price
Net Assets
213.87M
NAESX
Price
$142.30
Change
+$0.98 (+0.69%)
Updated
Jun 24 closing price
Net Assets
182.65B
Interact to see
Advertisement

IVCSX vs NAESX

IVCSX vs NAESX Comparison Chart in %
View a ticker or compare two or three
VS
IVCSX vs. NAESX commentary
Jun 26, 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 IVCSX is a Buy and NAESX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. IVCSX (214M). NAESX pays higher dividends than IVCSX: NAESX (1.08) vs IVCSX (0.68). IVCSX was incepted earlier than NAESX: IVCSX (30 years) vs NAESX (66 years). IVCSX (1.02) is less costly to investors than NAESX (0.17). IVCSX is a more actively managed with annual turnover of: 111.00 vs. NAESX (17.00). IVCSX (0) and NAESX (0) have matching initial minimum investment requirements. NAESX annual gain was more profitable for investors over the last year : 27.44 vs. IVCSX (21.68). NAESX return over 5 years is better than : 32.53 vs. IVCSX (-23.18).
IVCSXNAESXIVCSX / NAESX
Total Expense Ratio0.870.17512%
Annual Report Gross Expense Ratio1.020.17600%
Fund Existence30 years66 years-
Gain YTD9.26015.24361%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets214M183B0%
Annual Yield % from dividends0.681.0862%
Returns for 1 year21.6827.4479%
Returns for 3 years23.4756.3842%
Returns for 5 years-23.1832.53-71%
Returns for 10 years-8.66181.33-5%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BBHM11.740.12
+1.03%
BBH Select Mid Cap ETF
CET51.830.26
+0.50%
Central Securities Corp
IBIJ26.010.09
+0.37%
iShares iBonds Oct 2033 Term Tips ETF
HTAB19.230.06
+0.31%
Hartford Schroders Tax-Aware Bond ETF
VLLU26.53N/A
N/A
Harbor AlphaEdge Large Cap Value ETF