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IYSAX vs VSCPX
IYSAX vs VSCPX Comparison
Open Charts IYSAX vs VSCPX
Delaware Ivy Smid Cap Core Fund
Price$16.60
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$326.54
Change-$2.23 (-0.68%)
VolumeN/A
CapitalizationN/A
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IYSAX vs VSCPX Comparison Chart
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IYSAX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 149B vs. IYSAX (355M). VSCPX pays higher dividends than IYSAX: VSCPX (1.44) vs IYSAX (0.73). IYSAX was incepted earlier than VSCPX: IYSAX (28 years) vs VSCPX (14 years). IYSAX is a more actively managed with annual turnover of: 13.00 vs. VSCPX (12.00). IYSAX has a lower initial minimum investment than VSCPX: IYSAX (1000) vs VSCPX (100000000). IYSAX (26.69) and VSCPX (25.55) have marching annual gain over last year. VSCPX return over 5 years is better than : 53.49 vs. IYSAX (-4.15).
| IYSAX | VSCPX | IYSAX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 12.453 | 10.906 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 149B | 0% |
| Annual Yield % from dividends | 0.73 | 1.44 | 51% |
| Returns for 1 year | 26.69 | 25.55 | 104% |
| Returns for 3 years | -24.18 | 8.92 | -271% |
| Returns for 5 years | -4.15 | 53.49 | -8% |
| Returns for 10 years | -7.37 | 121.69 | -6% |
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