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IVVIX vs NAESX
IVVIX vs NAESX Comparison
Open Charts IVVIX vs NAESX
Delaware Ivy Smid Cap Core Fund
Price$20.67
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.67
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
IVVIX vs NAESX Comparison Chart
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IVVIX vs. NAESX commentary
Nov 14, 2024
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 IVVIX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. IVVIX (372M). NAESX pays higher dividends than IVVIX: NAESX (1.31) vs IVVIX (0.71). IVVIX was incepted earlier than NAESX: IVVIX (18 years) vs NAESX (64 years). IVVIX is a more actively managed with annual turnover of: 13.00 vs. NAESX (12.00). IVVIX has a lower initial minimum investment than NAESX: IVVIX (0) vs NAESX (3000). IVVIX annual gain was more profitable for investors over the last year : 34.78 vs. NAESX (32.08). NAESX return over 5 years is better than : 58.92 vs. IVVIX (8.20).
| IVVIX | NAESX | IVVIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 64 years | - |
| Gain YTD | 20.820 | 18.357 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 151B | 0% |
| Annual Yield % from dividends | 0.71 | 1.31 | 54% |
| Returns for 1 year | 34.78 | 32.08 | 108% |
| Returns for 3 years | -21.17 | 7.05 | -300% |
| Returns for 5 years | 8.20 | 58.92 | 14% |
| Returns for 10 years | 7.20 | 127.82 | 6% |
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