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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$20.96
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$123.43
Change+$1.88 (+1.55%)
VolumeN/A
CapitalizationN/A
ISPVX vs NAESX Comparison Chart
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ISPVX vs. NAESX commentary
Nov 23, 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: 151B vs. ISPVX (372M). 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 (34.12) and NAESX (32.46) have marching annual gain over last year. NAESX return over 5 years is better than : 60.89 vs. ISPVX (9.20).
| 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 | 20.982 | 19.220 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 151B | 0% |
| Annual Yield % from dividends | 0.78 | 1.31 | 59% |
| Returns for 1 year | 34.12 | 32.46 | 105% |
| Returns for 3 years | -19.30 | 10.58 | -182% |
| Returns for 5 years | 9.20 | 60.89 | 15% |
| Returns for 10 years | 7.00 | 126.07 | 6% |
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