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IYSAX vs NAESX
IYSAX vs NAESX Comparison
Open Charts IYSAX vs NAESX
Delaware Ivy Smid Cap Core Fund
Price$17.54
Change-$0.17 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
IYSAX vs NAESX Comparison Chart
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IYSAX vs. NAESX commentary
Dec 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. IYSAX (368M). 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 annual gain was more profitable for investors over the last year : 21.02 vs. NAESX (19.54). NAESX return over 5 years is better than : 53.79 vs. IYSAX (-1.64).
| 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 | 18.820 | 17.994 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 167B | 0% |
| Annual Yield % from dividends | 0.73 | 1.31 | 56% |
| Returns for 1 year | 21.02 | 19.54 | 108% |
| Returns for 3 years | -4.86 | 15.71 | -31% |
| Returns for 5 years | -1.64 | 53.79 | -3% |
| Returns for 10 years | 5.18 | 124.30 | 4% |
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