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DCZRX vs VSMAX
DCZRX vs VSMAX Comparison
Open Charts DCZRX vs VSMAX
Delaware Small Cap Core R6
Price$31.62
Change-$0.49 (-1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
DCZRX vs VSMAX Comparison Chart
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VS
VS
DCZRX vs. VSMAX commentary
Nov 18, 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 DCZRX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. DCZRX (7.78B). VSMAX pays higher dividends than DCZRX: VSMAX (1.42) vs DCZRX (0.69). DCZRX was incepted earlier than VSMAX: DCZRX (9 years) vs VSMAX (24 years). DCZRX is a more actively managed with annual turnover of: 26.00 vs. VSMAX (12.00). DCZRX has a lower initial minimum investment than VSMAX: DCZRX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. DCZRX (24.69). VSMAX return over 5 years is better than : 55.62 vs. DCZRX (36.78).
| DCZRX | VSMAX | DCZRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 13.374 | 15.803 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.78B | 151B | 5% |
| Annual Yield % from dividends | 0.69 | 1.42 | 48% |
| Returns for 1 year | 24.69 | 30.28 | 82% |
| Returns for 3 years | -8.46 | 4.74 | -179% |
| Returns for 5 years | 36.78 | 55.62 | 66% |
| Returns for 10 years | N/A | 123.30 | - |
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