IVPOX
Price
$23.32
Change
-$0.31 (-1.31%)
Updated
Aug 20 closing price
Net Assets
205.02M
NRGSX
Price
$62.63
Change
+$0.26 (+0.42%)
Updated
Aug 21 closing price
Net Assets
7.39B
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IVPOX vs NRGSX

IVPOX vs NRGSX Comparison Chart in %
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IVPOX vs. NRGSX 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 IVPOX is a Hold and NRGSX is a Buy.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.39B vs. IVPOX (205M). NRGSX pays higher dividends than IVPOX: NRGSX (0.45) vs IVPOX (0.00). IVPOX was incepted earlier than NRGSX: IVPOX (25 years) vs NRGSX (13 years). IVPOX (1.36) is less costly to investors than NRGSX (0.74). IVPOX is a more actively managed with annual turnover of: 129.00 vs. NRGSX (23.00). IVPOX (0) and NRGSX (0) have matching initial minimum investment requirements. IVPOX annual gain was more profitable for investors over the last year : 17.78 vs. NRGSX (-1.20). IVPOX return over 5 years is better than : 1.82 vs. NRGSX (-18.93).
IVPOXNRGSXIVPOX / NRGSX
Total Expense Ratio1.170.74158%
Annual Report Gross Expense Ratio1.360.74184%
Fund Existence25 years13 years-
Gain YTD3.87516.54323%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets205M7.39B3%
Annual Yield % from dividends0.000.45-
Returns for 1 year17.78-1.20-1,479%
Returns for 3 years53.167.14745%
Returns for 5 years1.82-18.93-10%
Returns for 10 years2.1312.8617%
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