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IYSCX vs NAESX
IYSCX vs NAESX Comparison
Open Charts IYSCX vs NAESX
Delaware Ivy Smid Cap Core Fund
Price$12.42
Change-$0.47 (-3.65%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
IYSCX vs NAESX Comparison Chart
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IYSCX vs. NAESX commentary
Dec 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. IYSCX (365M). 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 (20.10) and NAESX (19.54) have marching annual gain over last year. NAESX return over 5 years is better than : 53.79 vs. IYSCX (-14.64).
| 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 | 17.914 | 17.994 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 167B | 0% |
| Annual Yield % from dividends | 0.66 | 1.31 | 50% |
| Returns for 1 year | 20.10 | 19.54 | 103% |
| Returns for 3 years | -13.62 | 15.71 | -87% |
| Returns for 5 years | -14.64 | 53.79 | -27% |
| Returns for 10 years | -14.70 | 124.30 | -12% |
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