IVCSX
Price
$16.13
Change
-$0.15 (-0.92%)
Updated
Aug 20 closing price
Net Assets
213.83M
NAESX
Price
$146.03
Change
+$1.03 (+0.71%)
Updated
Aug 21 closing price
Net Assets
183.38B
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IVCSX vs NAESX

IVCSX vs NAESX Comparison Chart in %
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IVCSX vs. NAESX commentary
Aug 23, 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 Hold and NAESX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. IVCSX (214M). NAESX pays higher dividends than IVCSX: NAESX (1.10) vs IVCSX (0.66). 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 : 24.75 vs. IVCSX (18.90). NAESX return over 5 years is better than : 42.07 vs. IVCSX (-17.44).
IVCSXNAESXIVCSX / NAESX
Total Expense Ratio0.870.17512%
Annual Report Gross Expense Ratio1.020.17600%
Fund Existence30 years66 years-
Gain YTD10.56218.33958%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets214M183B0%
Annual Yield % from dividends0.661.1059%
Returns for 1 year18.9024.7576%
Returns for 3 years20.5858.1735%
Returns for 5 years-17.4442.07-41%
Returns for 10 years-15.09156.41-10%
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