IVPSX
Price
$15.35
Change
-$0.13 (-0.84%)
Updated
Jul 13 closing price
Net Assets
214.67M
NAESX
Price
$141.89
Change
-$0.93 (-0.65%)
Updated
Jul 13 closing price
Net Assets
188.57B
Interact to see
Advertisement

IVPSX vs NAESX

IVPSX vs NAESX Comparison Chart in %
View a ticker or compare two or three
VS
IVPSX vs. NAESX commentary
Jul 14, 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 StrongBuy and NAESX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. IVPSX (215M). NAESX pays higher dividends than IVPSX: NAESX (1.07) 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 : 23.34 vs. IVPSX (21.37). NAESX return over 5 years is better than : 38.39 vs. IVPSX (-20.71).
IVPSXNAESXIVPSX / NAESX
Total Expense Ratio1.120.17659%
Annual Report Gross Expense Ratio1.270.17747%
Fund Existence25 years66 years-
Gain YTD9.73015.73862%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets215M189B0%
Annual Yield % from dividends0.001.07-
Returns for 1 year21.3723.3492%
Returns for 3 years17.2548.1236%
Returns for 5 years-20.7138.39-54%
Returns for 10 years-17.16157.36-11%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FDIGX91.96N/A
N/A
Fidelity Advisor Consumer Staples I
MCEFX14.60N/A
N/A
BlackRock International Select Eq Inv C
PJIZX11.00N/A
N/A
PGIM Quant Solutions International Eq Z
LBSCX38.52N/A
N/A
Columbia Dividend Income C
BARIX99.51-1.20
-1.19%
Baron Asset Instl