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ISPVX vs NAESX
ISPVX vs NAESX Comparison
Open Charts ISPVX vs NAESX
Delaware Ivy Smid Cap Core Fund Class R6
Price$19.53
Change-$0.19 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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ISPVX vs NAESX Comparison Chart
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ISPVX vs. NAESX 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 ISPVX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. ISPVX (355M). NAESX pays higher dividends than ISPVX: NAESX (1.31) vs ISPVX (0.78). ISPVX was incepted earlier than NAESX: ISPVX (10 years) vs NAESX (64 years). ISPVX is a more actively managed with annual turnover of: 13.00 vs. NAESX (12.00). ISPVX has a lower initial minimum investment than NAESX: ISPVX (0) vs NAESX (3000). ISPVX annual gain was more profitable for investors over the last year : 27.01 vs. NAESX (25.47). NAESX return over 5 years is better than : 53.25 vs. ISPVX (2.24).
| ISPVX | NAESX | ISPVX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 64 years | - |
| Gain YTD | 12.567 | 10.861 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 149B | 0% |
| Annual Yield % from dividends | 0.78 | 1.31 | 59% |
| Returns for 1 year | 27.01 | 25.47 | 106% |
| Returns for 3 years | -19.88 | 8.84 | -225% |
| Returns for 5 years | 2.24 | 53.25 | 4% |
| Returns for 10 years | 3.20 | 120.79 | 3% |