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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$18.50
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
VS
ISPVX vs VSMAX Comparison Chart
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ISPVX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. ISPVX (336M). 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 annual gain was more profitable for investors over the last year : 18.75 vs. VSMAX (16.52). VSMAX return over 5 years is better than : 46.12 vs. ISPVX (-2.25).
| 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 | 8.302 | 6.310 | 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 | 1.42 | 55% |
| Returns for 1 year | 18.75 | 16.52 | 114% |
| Returns for 3 years | -24.60 | 2.18 | -1,128% |
| Returns for 5 years | -2.25 | 46.12 | -5% |
| Returns for 10 years | -2.90 | 107.94 | -3% |
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