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IYCEX vs VFIAX
IYCEX vs VFIAX Comparison
Open Charts IYCEX vs VFIAX
Delaware Ivy Core Equity Fund
Price$18.40
Change-$0.04 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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IYCEX vs VFIAX Comparison Chart
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IYCEX vs. VFIAX commentary
Sep 21, 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 IYCEX is a StrongSell and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. IYCEX (3.87B). VFIAX pays higher dividends than IYCEX: VFIAX (1.32) vs IYCEX (0.00). IYCEX was incepted earlier than VFIAX: IYCEX (12 years) vs VFIAX (24 years). IYCEX is a more actively managed with annual turnover of: 37.00 vs. VFIAX (2.00). IYCEX has a lower initial minimum investment than VFIAX: IYCEX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 26.45 vs. IYCEX (17.22). VFIAX return over 5 years is better than : 87.65 vs. IYCEX (24.75).
| IYCEX | VFIAX | IYCEX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 21.218 | 18.190 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.87B | 1.24T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 17.22 | 26.45 | 65% |
| Returns for 3 years | -9.60 | 26.76 | -36% |
| Returns for 5 years | 24.75 | 87.65 | 28% |
| Returns for 10 years | 21.82 | 182.25 | 12% |