IVPOX
Price
$22.11
Change
-$0.29 (-1.29%)
Updated
Sep 10 closing price
Net Assets
193.02M
NRGSX
Price
$59.88
Change
+$0.37 (+0.62%)
Updated
Sep 11 closing price
Net Assets
6.95B
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IVPOX vs NRGSX

IVPOX vs NRGSX Comparison Chart in %
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IVPOX vs. NRGSX commentary
Sep 13, 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 Hold.

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FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 6.95B vs. IVPOX (193M). NRGSX pays higher dividends than IVPOX: NRGSX (0.44) vs IVPOX (0.00). IVPOX was incepted earlier than NRGSX: IVPOX (25 years) vs NRGSX (14 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 : 5.59 vs. NRGSX (-8.11). IVPOX return over 5 years is better than : -7.54 vs. NRGSX (-23.14).
IVPOXNRGSXIVPOX / NRGSX
Total Expense Ratio1.170.74158%
Annual Report Gross Expense Ratio1.360.74184%
Fund Existence25 years14 years-
Gain YTD-1.51411.425-13%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets193M6.95B3%
Annual Yield % from dividends0.000.44-
Returns for 1 year5.59-8.11-69%
Returns for 3 years43.112.691,601%
Returns for 5 years-7.54-23.1433%
Returns for 10 years-0.8510.53-8%
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