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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$18.50
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$106.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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ISPVX vs NAESX Comparison Chart
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ISPVX vs. NAESX commentary
Sep 13, 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 (336M). 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 : 18.75 vs. NAESX (16.49). NAESX return over 5 years is better than : 45.91 vs. ISPVX (-2.25).
| 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 | 8.302 | 6.274 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 149B | 0% |
| Annual Yield % from dividends | 0.78 | 1.31 | 59% |
| Returns for 1 year | 18.75 | 16.49 | 114% |
| Returns for 3 years | -24.60 | 2.11 | -1,167% |
| Returns for 5 years | -2.25 | 45.91 | -5% |
| Returns for 10 years | -2.90 | 107.21 | -3% |