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IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$16.60
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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IYSAX vs VSMAX Comparison Chart
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IYSAX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. IYSAX (355M). 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 (26.69) and VSMAX (25.54) have marching annual gain over last year. VSMAX return over 5 years is better than : 53.45 vs. IYSAX (-4.15).
| 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 | 12.453 | 10.898 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 149B | 0% |
| Annual Yield % from dividends | 0.73 | 1.42 | 52% |
| Returns for 1 year | 26.69 | 25.54 | 105% |
| Returns for 3 years | -24.18 | 8.91 | -272% |
| Returns for 5 years | -4.15 | 53.45 | -8% |
| Returns for 10 years | -7.37 | 121.55 | -6% |
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