Ad is loading...
IVVIX vs VSMAX
IVVIX vs VSMAX Comparison
Open Charts IVVIX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$19.85
Change+$0.14 (+0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$116.88
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
IVVIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVVIX vs. VSMAX commentary
Dec 25, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. IVVIX (353M). 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 annual gain was more profitable for investors over the last year : 15.28 vs. VSMAX (13.97). VSMAX return over 5 years is better than : 48.61 vs. IVVIX (0.69).
| 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 | 15.208 | 14.128 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 167B | 0% |
| Annual Yield % from dividends | 0.71 | 1.42 | 50% |
| Returns for 1 year | 15.28 | 13.97 | 109% |
| Returns for 3 years | -7.19 | 9.42 | -76% |
| Returns for 5 years | 0.69 | 48.61 | 1% |
| Returns for 10 years | 9.57 | 114.48 | 8% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HNRGX | 26.22 | 0.30 | +1.16% |
| Hennessy Energy Transition Investor | |||
| WINIX | 9.08 | 0.06 | +0.67% |
| Wilmington International Institutional | |||
| HHHRX | 16.96 | 0.09 | +0.53% |
| Hartford Schroders Emerging Mkts Eq R3 | |||
| IBNCX | 23.27 | 0.06 | +0.26% |
| Delaware Ivy Balanced Fund Class C | |||
| ESMCX | 12.79 | 0.03 | +0.24% |
| Invesco EQV Euro Small Company C | |||