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IYSAX vs NAESX
IYSAX vs NAESX Comparison
Open Charts IYSAX vs NAESX
Delaware Ivy Smid Cap Core Fund
Price$16.60
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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IYSAX vs NAESX Comparison Chart
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IYSAX vs. NAESX 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 IYSAX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. IYSAX (355M). NAESX pays higher dividends than IYSAX: NAESX (1.31) vs IYSAX (0.73). IYSAX was incepted earlier than NAESX: IYSAX (28 years) vs NAESX (64 years). IYSAX is a more actively managed with annual turnover of: 13.00 vs. NAESX (12.00). IYSAX has a lower initial minimum investment than NAESX: IYSAX (1000) vs NAESX (3000). IYSAX (26.69) and NAESX (25.47) have marching annual gain over last year. NAESX return over 5 years is better than : 53.25 vs. IYSAX (-4.15).
| IYSAX | NAESX | IYSAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 64 years | - |
| Gain YTD | 12.453 | 10.861 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 149B | 0% |
| Annual Yield % from dividends | 0.73 | 1.31 | 56% |
| Returns for 1 year | 26.69 | 25.47 | 105% |
| Returns for 3 years | -24.18 | 8.84 | -274% |
| Returns for 5 years | -4.15 | 53.25 | -8% |
| Returns for 10 years | -7.37 | 120.79 | -6% |
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