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IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Macquarie Smid Cap Core Fund
Price$14.65
Change+$0.20 (+1.38%)
VolumeN/A
Net Assets296.15M
Vanguard Small Cap Index Admiral Shares
Price$98.60
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
IYSAX vs VSMAX Comparison Chart
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IYSAX vs. VSMAX commentary
Apr 12, 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: 143B vs. IYSAX (296M). VSMAX pays higher dividends than IYSAX: VSMAX (1.52) vs IYSAX (0.29). IYSAX was incepted earlier than VSMAX: IYSAX (28 years) vs VSMAX (24 years). IYSAX (1.27) is less costly to investors than VSMAX (0.05). 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 : -5.71 vs. VSMAX (-7.79). VSMAX return over 5 years is better than : 63.87 vs. IYSAX (5.12).
| 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 | 24 years | - |
| Gain YTD | -14.515 | -15.498 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 143B | 0% |
| Annual Yield % from dividends | 0.29 | 1.52 | 19% |
| Returns for 1 year | -5.71 | -7.79 | 73% |
| Returns for 3 years | -17.84 | -0.22 | 8,278% |
| Returns for 5 years | 5.12 | 63.87 | 8% |
| Returns for 10 years | -15.81 | 71.41 | -22% |
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