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IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Macquarie Smid Cap Core Fund
Price$15.93
Change+$0.22 (+1.40%)
VolumeN/A
Net Assets320.08M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
IYSAX vs VSMAX Comparison Chart
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IYSAX vs. VSMAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. IYSAX (320M). VSMAX pays higher dividends than IYSAX: VSMAX (1.56) vs IYSAX (0.30). IYSAX was incepted earlier than VSMAX: IYSAX (28 years) vs VSMAX (25 years). IYSAX (1.27) is less costly to investors than VSMAX (0.05). IYSAX (13.00) and VSMAX (13.00) have comparable annual turnover. 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 : 3.94 vs. VSMAX (-0.07). VSMAX return over 5 years is better than : 65.26 vs. IYSAX (10.71).
| 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 | 28 years | 25 years | - |
| Gain YTD | -5.759 | -8.397 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 140B | 0% |
| Annual Yield % from dividends | 0.30 | 1.56 | 19% |
| Returns for 1 year | 3.94 | -0.07 | -5,478% |
| Returns for 3 years | -0.30 | 20.37 | -1% |
| Returns for 5 years | 10.71 | 65.26 | 16% |
| Returns for 10 years | -5.50 | 88.31 | -6% |
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