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IVVIX vs NAESX
IVVIX vs NAESX Comparison
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IVVIX vs NAESX Comparison Chart in %
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IVVIX vs. NAESX commentary
Jul 25, 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 IVVIX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. IVVIX (378M). NAESX pays higher dividends than IVVIX: NAESX (1.07) vs IVVIX (0.22). IVVIX was incepted earlier than NAESX: IVVIX (19 years) vs NAESX (66 years). IVVIX (1.07) is less costly to investors than NAESX (0.17). IVVIX is a more actively managed with annual turnover of: 22.00 vs. NAESX (17.00). IVVIX (0) and NAESX (0) have matching initial minimum investment requirements. IVVIX annual gain was more profitable for investors over the last year : 24.59 vs. NAESX (20.61). NAESX return over 5 years is better than : 35.95 vs. IVVIX (0.58).
| IVVIX | NAESX | IVVIX / NAESX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 1.07 | 0.17 | 629% |
| Fund Existence | 19 years | 66 years | - |
| Gain YTD | 17.634 | 14.457 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 189B | 0% |
| Annual Yield % from dividends | 0.22 | 1.07 | 21% |
| Returns for 1 year | 24.59 | 20.61 | 119% |
| Returns for 3 years | 50.91 | 44.52 | 114% |
| Returns for 5 years | 0.58 | 35.95 | 2% |
| Returns for 10 years | 46.15 | 152.06 | 30% |
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