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IYSAX vs VSCIX
IYSAX vs VSCIX Comparison
Open Charts IYSAX vs VSCIX
Delaware Ivy Smid Cap Core Fund
Price$16.60
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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IYSAX vs VSCIX Comparison Chart
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IYSAX vs. VSCIX 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. IYSAX (355M). VSCIX pays higher dividends than IYSAX: VSCIX (1.43) vs IYSAX (0.73). IYSAX was incepted earlier than VSCIX: IYSAX (28 years) vs VSCIX (27 years). IYSAX is a more actively managed with annual turnover of: 13.00 vs. VSCIX (12.00). IYSAX has a lower initial minimum investment than VSCIX: IYSAX (1000) vs VSCIX (5000000). IYSAX (26.69) and VSCIX (25.54) have marching annual gain over last year. VSCIX return over 5 years is better than : 53.46 vs. IYSAX (-4.15).
| IYSAX | VSCIX | IYSAX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 12.453 | 10.899 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 149B | 0% |
| Annual Yield % from dividends | 0.73 | 1.43 | 51% |
| Returns for 1 year | 26.69 | 25.54 | 105% |
| Returns for 3 years | -24.18 | 8.92 | -271% |
| Returns for 5 years | -4.15 | 53.46 | -8% |
| Returns for 10 years | -7.37 | 121.62 | -6% |
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