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IVSOX vs NRGSX
IVSOX vs NRGSX Comparison
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IVSOX vs NRGSX Comparison Chart in %
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IVSOX vs. NRGSX 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 IVSOX is a Hold and NRGSX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.51B vs. IVSOX (208M). IVSOX pays higher dividends than NRGSX: IVSOX (1.47) vs NRGSX (0.44). IVSOX was incepted earlier than NRGSX: IVSOX (32 years) vs NRGSX (13 years). IVSOX (1.11) is less costly to investors than NRGSX (0.74). IVSOX is a more actively managed with annual turnover of: 129.00 vs. NRGSX (23.00). IVSOX (0) and NRGSX (0) have matching initial minimum investment requirements. IVSOX annual gain was more profitable for investors over the last year : 28.07 vs. NRGSX (-5.23). IVSOX return over 5 years is better than : 8.22 vs. NRGSX (-19.58).
| IVSOX | NRGSX | IVSOX / NRGSX | |
| Total Expense Ratio | 0.92 | 0.74 | 124% |
| Annual Report Gross Expense Ratio | 1.11 | 0.74 | 150% |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | 8.061 | 12.002 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 208M | 7.51B | 3% |
| Annual Yield % from dividends | 1.47 | 0.44 | 333% |
| Returns for 1 year | 28.07 | -5.23 | -537% |
| Returns for 3 years | 56.14 | -1.53 | -3,664% |
| Returns for 5 years | 8.22 | -19.58 | -42% |
| Returns for 10 years | 21.66 | 11.10 | 195% |
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