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IYSCX vs NAESX
IYSCX vs NAESX Comparison
Open Charts IYSCX vs NAESX
Delaware Ivy Smid Cap Core Fund
Price$12.23
Change-$0.11 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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IYSCX vs NAESX Comparison Chart
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IYSCX vs. NAESX commentary
Sep 21, 2024
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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. IYSCX (355M). NAESX pays higher dividends than IYSCX: NAESX (1.31) vs IYSCX (0.66). IYSCX was incepted earlier than NAESX: IYSCX (21 years) vs NAESX (64 years). IYSCX is a more actively managed with annual turnover of: 13.00 vs. NAESX (12.00). IYSCX has a lower initial minimum investment than NAESX: IYSCX (1000) vs NAESX (3000). IYSCX (21.35) and NAESX (20.72) have marching annual gain over last year. NAESX return over 5 years is better than : 51.64 vs. IYSCX (-17.81).
| IYSCX | NAESX | IYSCX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 64 years | - |
| Gain YTD | 10.620 | 9.695 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 149B | 0% |
| Annual Yield % from dividends | 0.66 | 1.31 | 50% |
| Returns for 1 year | 21.35 | 20.72 | 103% |
| Returns for 3 years | -35.37 | 5.63 | -628% |
| Returns for 5 years | -17.81 | 51.64 | -34% |
| Returns for 10 years | -27.97 | 113.34 | -25% |
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