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IYSCX vs NAESX
IYSCX vs NAESX Comparison
Open Charts IYSCX vs NAESX
Delaware Ivy Smid Cap Core Fund
Price$12.70
Change-$0.21 (-1.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
IYSCX vs NAESX Comparison Chart
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IYSCX vs. NAESX commentary
Nov 18, 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: 151B vs. IYSCX (361M). 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 (30.30) and NAESX (30.24) have marching annual gain over last year. NAESX return over 5 years is better than : 55.43 vs. IYSCX (-14.32).
| 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 | 16.176 | 15.758 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 151B | 0% |
| Annual Yield % from dividends | 0.66 | 1.31 | 50% |
| Returns for 1 year | 30.30 | 30.24 | 100% |
| Returns for 3 years | -36.09 | 4.66 | -774% |
| Returns for 5 years | -14.32 | 55.43 | -26% |
| Returns for 10 years | -24.03 | 122.58 | -20% |
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