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IVVIX vs VSMAX
IVVIX vs VSMAX Comparison
Open Charts IVVIX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$20.68
Change+$0.35 (+1.72%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$121.58
Change+$1.92 (+1.60%)
VolumeN/A
CapitalizationN/A
IVVIX vs VSMAX Comparison Chart
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VS
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IVVIX vs. VSMAX commentary
Nov 22, 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 IVVIX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. IVVIX (367M). VSMAX pays higher dividends than IVVIX: VSMAX (1.42) vs IVVIX (0.71). IVVIX was incepted earlier than VSMAX: IVVIX (18 years) vs VSMAX (24 years). IVVIX is a more actively managed with annual turnover of: 13.00 vs. VSMAX (12.00). IVVIX has a lower initial minimum investment than VSMAX: IVVIX (0) vs VSMAX (3000). IVVIX (33.98) and VSMAX (32.49) have marching annual gain over last year. VSMAX return over 5 years is better than : 61.09 vs. IVVIX (8.59).
| IVVIX | VSMAX | IVVIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 20.878 | 19.265 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 151B | 0% |
| Annual Yield % from dividends | 0.71 | 1.42 | 50% |
| Returns for 1 year | 33.98 | 32.49 | 105% |
| Returns for 3 years | -19.77 | 10.66 | -185% |
| Returns for 5 years | 8.59 | 61.09 | 14% |
| Returns for 10 years | 5.68 | 126.80 | 4% |
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