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ISPVX vs VSMAX
ISPVX vs VSMAX Comparison
Open Charts ISPVX vs VSMAX
Delaware Ivy Smid Cap Core Fund Class R6
Price$20.96
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
ISPVX vs VSMAX Comparison Chart
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VS
ISPVX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. ISPVX (372M). VSMAX pays higher dividends than ISPVX: VSMAX (1.42) vs ISPVX (0.78). ISPVX was incepted earlier than VSMAX: ISPVX (10 years) vs VSMAX (24 years). ISPVX is a more actively managed with annual turnover of: 13.00 vs. VSMAX (12.00). ISPVX has a lower initial minimum investment than VSMAX: ISPVX (0) vs VSMAX (3000). ISPVX (34.12) and VSMAX (32.49) have marching annual gain over last year. VSMAX return over 5 years is better than : 61.09 vs. ISPVX (9.20).
| ISPVX | VSMAX | ISPVX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 20.982 | 19.265 | 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 | 1.42 | 55% |
| Returns for 1 year | 34.12 | 32.49 | 105% |
| Returns for 3 years | -19.30 | 10.66 | -181% |
| Returns for 5 years | 9.20 | 61.09 | 15% |
| Returns for 10 years | 7.00 | 126.80 | 6% |
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