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IYSCX vs NAESX
IYSCX vs NAESX Comparison
Open Charts IYSCX vs NAESX
Macquarie Smid Cap Core Fund
Price$12.93
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets364.53M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
IYSCX vs NAESX Comparison Chart
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IYSCX vs. NAESX commentary
Jan 19, 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: 155B 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 (21.60) and NAESX (21.23) have marching annual gain over last year. NAESX return over 5 years is better than : 48.81 vs. IYSCX (-16.89).
| 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 | 4.023 | 3.370 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 155B | 0% |
| Annual Yield % from dividends | 0.66 | 1.31 | 50% |
| Returns for 1 year | 21.60 | 21.23 | 102% |
| Returns for 3 years | -14.15 | 17.16 | -82% |
| Returns for 5 years | -16.89 | 48.81 | -35% |
| Returns for 10 years | -12.06 | 126.44 | -10% |
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