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IYSCX vs NAESX
IYSCX vs NAESX Comparison
Open Charts IYSCX vs NAESX
Macquarie Smid Cap Core Fund
Price$12.74
Change+$0.11 (+0.87%)
VolumeN/A
Net Assets341.79M
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
IYSCX vs NAESX Comparison Chart in %
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IYSCX vs. NAESX commentary
Nov 20, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. IYSCX (342M). NAESX pays higher dividends than IYSCX: NAESX (1.22) vs IYSCX (0.07). IYSCX was incepted earlier than NAESX: IYSCX (22 years) vs NAESX (65 years). IYSCX (2.07) 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 annual gain was more profitable for investors over the last year : -0.55 vs. NAESX (-0.86). NAESX return over 5 years is better than : 39.31 vs. IYSCX (-12.40).
| IYSCX | NAESX | IYSCX / NAESX | |
| Total Expense Ratio | 1.89 | 0.17 | 1,112% |
| Annual Report Gross Expense Ratio | 2.07 | 0.17 | 1,218% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | 2.575 | 2.409 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 162B | 0% |
| Annual Yield % from dividends | 0.07 | 1.22 | 6% |
| Returns for 1 year | -0.55 | -0.86 | 64% |
| Returns for 3 years | -6.06 | 29.99 | -20% |
| Returns for 5 years | -12.40 | 39.31 | -32% |
| Returns for 10 years | -13.69 | 122.07 | -11% |
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