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IYSCX vs NAESX
IYSCX vs NAESX Comparison
Open Charts IYSCX vs NAESX
Macquarie Smid Cap Core Fund
Price$12.31
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets335.22M
Vanguard Small Cap Index I
Price$113.60
Change-$0.14 (-0.12%)
VolumeN/A
Net Assets147.56B
IYSCX vs NAESX Comparison Chart in %
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IYSCX vs. NAESX commentary
Jul 01, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. IYSCX (335M). 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 is a more actively managed with annual turnover of: 16.00 vs. NAESX (13.00). IYSCX has a lower initial minimum investment than NAESX: IYSCX (1000) vs NAESX (3000). IYSCX (9.28) and NAESX (9.10) have marching annual gain over last year. NAESX return over 5 years is better than : 71.12 vs. IYSCX (1.86).
| 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 | -0.807 | -1.139 | 71% |
| Front Load | N/A | 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 | 0.11 | 1.35 | 8% |
| Returns for 1 year | 9.28 | 9.10 | 102% |
| Returns for 3 years | -2.68 | 33.44 | -8% |
| Returns for 5 years | 1.86 | 71.12 | 3% |
| Returns for 10 years | -19.67 | 102.90 | -19% |
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