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IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Macquarie Smid Cap Core Fund
Price$16.44
Change-$0.23 (-1.38%)
VolumeN/A
Net Assets335.22M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
IYSAX vs VSMAX Comparison Chart
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IYSAX vs. VSMAX commentary
Jun 15, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. IYSAX (335M). VSMAX pays higher dividends than IYSAX: VSMAX (1.48) vs IYSAX (0.29). 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 : 7.27 vs. VSMAX (5.22). VSMAX return over 5 years is better than : 63.38 vs. IYSAX (11.95).
| 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 | -2.742 | -4.364 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 148B | 0% |
| Annual Yield % from dividends | 0.29 | 1.48 | 20% |
| Returns for 1 year | 7.27 | 5.22 | 139% |
| Returns for 3 years | 6.37 | 31.37 | 20% |
| Returns for 5 years | 11.95 | 63.38 | 19% |
| Returns for 10 years | -4.38 | 93.38 | -5% |
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