Interact to see
Advertisement
Advertisement
IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Macquarie Smid Cap Core Fund
Price$17.65
Change+$0.12 (+0.68%)
VolumeN/A
Net Assets369.62M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
IYSAX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYSAX vs. VSMAX commentary
Sep 06, 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. IYSAX (370M). VSMAX pays higher dividends than IYSAX: VSMAX (1.31) vs IYSAX (0.29). 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 : 12.85 vs. IYSAX (10.18). VSMAX return over 5 years is better than : 65.62 vs. IYSAX (11.48).
| 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 | 3.816 | 5.779 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 161B | 0% |
| Annual Yield % from dividends | 0.29 | 1.31 | 22% |
| Returns for 1 year | 10.18 | 12.85 | 79% |
| Returns for 3 years | 8.09 | 38.37 | 21% |
| Returns for 5 years | 11.48 | 65.62 | 17% |
| Returns for 10 years | 7.18 | 131.27 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement