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IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Macquarie Smid Cap Core Fund
Price$17.93
Change+$0.20 (+1.13%)
VolumeN/A
Net Assets368.27M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
IYSAX vs VSMAX Comparison Chart
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IYSAX vs. VSMAX commentary
Jan 31, 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: 155B 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 : 23.37 vs. VSMAX (20.35). VSMAX return over 5 years is better than : 55.98 vs. IYSAX (1.67).
| 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 | 5.969 | 3.638 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 155B | 0% |
| Annual Yield % from dividends | 0.73 | 1.42 | 52% |
| Returns for 1 year | 23.37 | 20.35 | 115% |
| Returns for 3 years | 0.05 | 20.91 | 0% |
| Returns for 5 years | 1.67 | 55.98 | 3% |
| Returns for 10 years | 8.74 | 124.89 | 7% |
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