Interact to see
Advertisement
Advertisement
IVCSX vs NAESX
IVCSX vs NAESX Comparison
Open Charts IVCSX vs NAESX
Voya Small Company Port I
Price$12.90
Change-$0.28 (-2.12%)
VolumeN/A
Net Assets228.98M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
IVCSX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVCSX vs. NAESX commentary
Jun 16, 2025
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 IVCSX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. IVCSX (229M). NAESX pays higher dividends than IVCSX: NAESX (1.35) vs IVCSX (1.14). IVCSX was incepted earlier than NAESX: IVCSX (28 years) vs NAESX (65 years). IVCSX (0.92) is less costly to investors than NAESX (0.17). IVCSX is a more actively managed with annual turnover of: 183.00 vs. NAESX (13.00). IVCSX has a lower initial minimum investment than NAESX: IVCSX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. IVCSX (-7.31). NAESX return over 5 years is better than : 63.19 vs. IVCSX (-1.11).
| IVCSX | NAESX | IVCSX / NAESX | |
| Total Expense Ratio | 0.86 | 0.17 | 506% |
| Annual Report Gross Expense Ratio | 0.92 | 0.17 | 541% |
| Fund Existence | 28 years | 65 years | - |
| Gain YTD | -18.589 | -4.390 | 423% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 148B | 0% |
| Annual Yield % from dividends | 1.14 | 1.35 | 84% |
| Returns for 1 year | -7.31 | 5.19 | -141% |
| Returns for 3 years | 7.40 | 31.28 | 24% |
| Returns for 5 years | -1.11 | 63.19 | -2% |
| Returns for 10 years | -35.83 | 92.88 | -39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement