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DCZRX vs VSMAX
DCZRX vs VSMAX Comparison
Open Charts DCZRX vs VSMAX
Delaware Small Cap Core R6
Price$30.57
Change-$0.35 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
DCZRX vs VSMAX Comparison Chart
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DCZRX vs. VSMAX commentary
Sep 21, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. DCZRX (7.74B). VSMAX pays higher dividends than DCZRX: VSMAX (1.42) vs DCZRX (0.69). DCZRX was incepted earlier than VSMAX: DCZRX (8 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 : 25.54 vs. DCZRX (20.74). VSMAX return over 5 years is better than : 53.45 vs. DCZRX (36.54).
| DCZRX | VSMAX | DCZRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 9.609 | 10.898 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 149B | 5% |
| Annual Yield % from dividends | 0.69 | 1.42 | 48% |
| Returns for 1 year | 20.74 | 25.54 | 81% |
| Returns for 3 years | -1.26 | 8.91 | -14% |
| Returns for 5 years | 36.54 | 53.45 | 68% |
| Returns for 10 years | N/A | 121.55 | - |
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