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IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$17.54
Change-$0.17 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
IYSAX vs VSMAX Comparison Chart
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IYSAX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. IYSAX (368M). 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 annual gain was more profitable for investors over the last year : 21.02 vs. VSMAX (19.58). VSMAX return over 5 years is better than : 53.97 vs. IYSAX (-1.64).
| 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 | 18.820 | 18.049 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 167B | 0% |
| Annual Yield % from dividends | 0.73 | 1.42 | 52% |
| Returns for 1 year | 21.02 | 19.58 | 107% |
| Returns for 3 years | -4.86 | 15.80 | -31% |
| Returns for 5 years | -1.64 | 53.97 | -3% |
| Returns for 10 years | 5.18 | 125.00 | 4% |