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IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Macquarie Smid Cap Core Fund
Price$17.20
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets367.18M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
IYSAX vs VSMAX Comparison Chart in %
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IYSAX vs. VSMAX commentary
Jul 27, 2025
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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. IYSAX (367M). VSMAX pays higher dividends than IYSAX: VSMAX (1.40) vs IYSAX (0.31). IYSAX was incepted earlier than VSMAX: IYSAX (29 years) vs VSMAX (25 years). IYSAX (1.27) is less costly to investors than VSMAX (0.05). IYSAX is a more actively managed with annual turnover of: 16.00 vs. VSMAX (13.00). IYSAX has a lower initial minimum investment than VSMAX: IYSAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 7.83 vs. IYSAX (6.47). VSMAX return over 5 years is better than : 65.85 vs. IYSAX (11.46).
| IYSAX | VSMAX | IYSAX / VSMAX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 1.388 | 2.178 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 153B | 0% |
| Annual Yield % from dividends | 0.31 | 1.40 | 22% |
| Returns for 1 year | 6.47 | 7.83 | 83% |
| Returns for 3 years | 6.08 | 33.45 | 18% |
| Returns for 5 years | 11.46 | 65.85 | 17% |
| Returns for 10 years | 2.93 | 113.90 | 3% |
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