IVVIX
Price
$20.67
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
VSMAX
Price
$120.70
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
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IVVIX vs VSMAX

Header iconIVVIX vs VSMAX Comparison
Open Charts IVVIX vs VSMAXBanner chart's image
Delaware Ivy Smid Cap Core Fund
Price$20.67
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$120.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
IVVIX vs VSMAX Comparison Chart
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VS
IVVIX vs. VSMAX commentary
Nov 14, 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 (372M). 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 : 34.78 vs. VSMAX (32.13). VSMAX return over 5 years is better than : 59.11 vs. IVVIX (8.20).
IVVIXVSMAXIVVIX / VSMAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years24 years-
Gain YTD20.82018.402113%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets372M151B0%
Annual Yield % from dividends0.711.4250%
Returns for 1 year34.7832.13108%
Returns for 3 years-21.177.13-297%
Returns for 5 years8.2059.1114%
Returns for 10 years7.20128.556%
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