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IYSCX vs NAESX
IYSCX vs NAESX Comparison
Open Charts IYSCX vs NAESX
Macquarie Smid Cap Core Fund
Price$12.14
Change+$0.14 (+1.17%)
VolumeN/A
Net Assets334.39M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
IYSCX vs NAESX Comparison Chart
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IYSCX vs. NAESX commentary
Jun 07, 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 IYSCX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. IYSCX (334M). NAESX pays higher dividends than IYSCX: NAESX (1.35) vs IYSCX (0.11). IYSCX was incepted earlier than NAESX: IYSCX (22 years) vs NAESX (65 years). IYSCX (2.02) is less costly to investors than NAESX (0.17). IYSCX (13.00) and NAESX (13.00) have comparable annual turnover. IYSCX has a lower initial minimum investment than NAESX: IYSCX (1000) vs NAESX (3000). IYSCX annual gain was more profitable for investors over the last year : 6.80 vs. NAESX (5.13). NAESX return over 5 years is better than : 52.20 vs. IYSCX (-9.87).
| IYSCX | NAESX | IYSCX / NAESX | |
| Total Expense Ratio | 1.89 | 0.17 | 1,112% |
| Annual Report Gross Expense Ratio | 2.02 | 0.17 | 1,188% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | -2.306 | -4.086 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 148B | 0% |
| Annual Yield % from dividends | 0.11 | 1.35 | 8% |
| Returns for 1 year | 6.80 | 5.13 | 133% |
| Returns for 3 years | -13.69 | 16.63 | -82% |
| Returns for 5 years | -9.87 | 52.20 | -19% |
| Returns for 10 years | -20.63 | 96.08 | -21% |
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