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IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$17.27
Change-$0.27 (-1.54%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
IYSAX vs VSMAX Comparison Chart
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IYSAX vs. VSMAX commentary
Nov 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. IYSAX (361M). VSMAX pays higher dividends than IYSAX: VSMAX (1.42) vs IYSAX (0.73). IYSAX was incepted earlier than VSMAX: IYSAX (28 years) vs VSMAX (24 years). IYSAX is a more actively managed with annual turnover of: 13.00 vs. VSMAX (12.00). IYSAX has a lower initial minimum investment than VSMAX: IYSAX (1000) vs VSMAX (3000). IYSAX (31.41) and VSMAX (30.28) have marching annual gain over last year. VSMAX return over 5 years is better than : 55.62 vs. IYSAX (-1.13).
| IYSAX | VSMAX | IYSAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 16.991 | 15.803 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 151B | 0% |
| Annual Yield % from dividends | 0.73 | 1.42 | 52% |
| Returns for 1 year | 31.41 | 30.28 | 104% |
| Returns for 3 years | -27.42 | 4.74 | -578% |
| Returns for 5 years | -1.13 | 55.62 | -2% |
| Returns for 10 years | -5.56 | 123.30 | -5% |
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