IVPSX
Price
$15.46
Change
+$0.12 (+0.78%)
Updated
Jun 22 closing price
Net Assets
215.61M
NAESX
Price
$141.32
Change
-$1.11 (-0.78%)
Updated
Jun 23 closing price
Net Assets
182.65B
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IVPSX vs NAESX

IVPSX vs NAESX Comparison Chart in %
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IVPSX vs. NAESX commentary
Jun 24, 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 IVPSX is a Buy and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. IVPSX (216M). NAESX pays higher dividends than IVPSX: NAESX (1.08) vs IVPSX (0.00). IVPSX was incepted earlier than NAESX: IVPSX (25 years) vs NAESX (66 years). IVPSX (1.27) is less costly to investors than NAESX (0.17). IVPSX is a more actively managed with annual turnover of: 111.00 vs. NAESX (17.00). IVPSX (0) and NAESX (0) have matching initial minimum investment requirements. NAESX annual gain was more profitable for investors over the last year : 27.66 vs. IVPSX (26.15). NAESX return over 5 years is better than : 33.59 vs. IVPSX (-23.66).
IVPSXNAESXIVPSX / NAESX
Total Expense Ratio1.120.17659%
Annual Report Gross Expense Ratio1.270.17747%
Fund Existence25 years66 years-
Gain YTD8.94915.34858%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets216M183B0%
Annual Yield % from dividends0.001.08-
Returns for 1 year26.1527.6695%
Returns for 3 years23.1457.3840%
Returns for 5 years-23.6633.59-70%
Returns for 10 years-12.59172.93-7%
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