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IYSAX vs NAESX
IYSAX vs NAESX Comparison
Open Charts IYSAX vs NAESX
Delaware Ivy Smid Cap Core Fund
Price$17.27
Change-$0.27 (-1.54%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
IYSAX vs NAESX Comparison Chart
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IYSAX vs. NAESX commentary
Nov 18, 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: 151B vs. IYSAX (361M). 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 (31.41) and NAESX (30.24) have marching annual gain over last year. NAESX return over 5 years is better than : 55.43 vs. IYSAX (-1.13).
| 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 | 16.991 | 15.758 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 151B | 0% |
| Annual Yield % from dividends | 0.73 | 1.31 | 56% |
| Returns for 1 year | 31.41 | 30.24 | 104% |
| Returns for 3 years | -27.42 | 4.66 | -588% |
| Returns for 5 years | -1.13 | 55.43 | -2% |
| Returns for 10 years | -5.56 | 122.58 | -5% |
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