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IYCEX vs VSMPX
IYCEX vs VSMPX Comparison
Open Charts IYCEX vs VSMPX
Delaware Ivy Core Equity Fund
Price$19.51
Change+$0.07 (+0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.84
Change+$1.20 (+0.45%)
VolumeN/A
CapitalizationN/A
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IYCEX vs VSMPX Comparison Chart
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IYCEX vs. VSMPX commentary
Nov 10, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. IYCEX (4.05B). VSMPX pays higher dividends than IYCEX: VSMPX (1.36) vs IYCEX (0.00). IYCEX was incepted earlier than VSMPX: IYCEX (12 years) vs VSMPX (10 years). IYCEX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). IYCEX has a lower initial minimum investment than VSMPX: IYCEX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 38.58 vs. IYCEX (28.78). VSMPX return over 5 years is better than : 89.49 vs. IYCEX (31.34).
| IYCEX | VSMPX | IYCEX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 30.589 | 25.097 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 1.73T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 28.78 | 38.58 | 75% |
| Returns for 3 years | -8.22 | 22.90 | -36% |
| Returns for 5 years | 31.34 | 89.49 | 35% |
| Returns for 10 years | 31.94 | N/A | - |
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