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IYSAX vs VSCIX
IYSAX vs VSCIX Comparison
Open Charts IYSAX vs VSCIX
Delaware Ivy Smid Cap Core Fund
Price$17.54
Change-$0.17 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
IYSAX vs VSCIX Comparison Chart
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IYSAX vs. VSCIX 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. IYSAX (368M). 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 annual gain was more profitable for investors over the last year : 21.02 vs. VSCIX (19.59). VSCIX return over 5 years is better than : 53.99 vs. IYSAX (-1.64).
| 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 | 18.820 | 18.051 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 167B | 0% |
| Annual Yield % from dividends | 0.73 | 1.43 | 51% |
| Returns for 1 year | 21.02 | 19.59 | 107% |
| Returns for 3 years | -4.86 | 15.81 | -31% |
| Returns for 5 years | -1.64 | 53.99 | -3% |
| Returns for 10 years | 5.18 | 125.06 | 4% |
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