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IVEIX vs VENAX
IVEIX vs VENAX Comparison Chart in %
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IVEIX vs. VENAX commentary
Sep 09, 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 IVEIX is a Buy and VENAX is a Buy.
FUNDAMENTALS
Fundamentals
VENAX has more cash in the bank: 9B vs. IVEIX (98.1M). VENAX pays higher dividends than IVEIX: VENAX (3.07) vs IVEIX (1.20). IVEIX was incepted earlier than VENAX: IVEIX (18 years) vs VENAX (21 years). IVEIX (1.18) is less costly to investors than VENAX (0.09). IVEIX is a more actively managed with annual turnover of: 20.00 vs. VENAX (8.00). IVEIX has a lower initial minimum investment than VENAX: IVEIX (0) vs VENAX (100000). IVEIX annual gain was more profitable for investors over the last year : 2.77 vs. VENAX (1.45). VENAX return over 5 years is better than : 164.09 vs. IVEIX (148.60).
| IVEIX | VENAX | IVEIX / VENAX | |
| Total Expense Ratio | 0.99 | 0.09 | 1,100% |
| Annual Report Gross Expense Ratio | 1.18 | 0.09 | 1,311% |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 9.591 | 1.615 | 594% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.1M | 9B | 1% |
| Annual Yield % from dividends | 1.20 | 3.07 | 39% |
| Returns for 1 year | 2.77 | 1.45 | 192% |
| Returns for 3 years | 1.16 | 10.46 | 11% |
| Returns for 5 years | 148.60 | 164.09 | 91% |
| Returns for 10 years | -11.30 | 35.49 | -32% |
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