Interact to see
Advertisement
Advertisement
IYSCX vs NAESX
IYSCX vs NAESX Comparison
Open Charts IYSCX vs NAESX
Macquarie Smid Cap Core Fund
Price$12.70
Change+$0.20 (+1.60%)
VolumeN/A
Net Assets365.98M
Vanguard Small Cap Index I
Price$119.74
Change+$2.27 (+1.93%)
VolumeN/A
Net Assets154.18B
IYSCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYSCX vs. NAESX commentary
Aug 14, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. IYSCX (366M). NAESX pays higher dividends than IYSCX: NAESX (1.25) vs IYSCX (0.14). IYSCX was incepted earlier than NAESX: IYSCX (22 years) vs NAESX (65 years). IYSCX (2.02) 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). NAESX annual gain was more profitable for investors over the last year : 10.86 vs. IYSCX (7.82). NAESX return over 5 years is better than : 57.04 vs. IYSCX (-7.29).
| IYSCX | NAESX | IYSCX / NAESX | |
| Total Expense Ratio | 1.89 | 0.17 | 1,112% |
| Annual Report Gross Expense Ratio | 2.02 | 0.17 | 1,188% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | 0.642 | 2.172 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 154B | 0% |
| Annual Yield % from dividends | 0.14 | 1.25 | 11% |
| Returns for 1 year | 7.82 | 10.86 | 72% |
| Returns for 3 years | -12.80 | 20.62 | -62% |
| Returns for 5 years | -7.29 | 57.04 | -13% |
| Returns for 10 years | -17.59 | 112.55 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RISAX | 28.27 | 0.02 | +0.07% |
| Manning & Napier Rainier Intl Discv S | |||
| FFAFX | 85.03 | 0.05 | +0.06% |
| American Funds Growth Fund of Amer 529F3 | |||
| FRETX | 34.10 | N/A | N/A |
| Franklin Equity Income C | |||
| MMCGX | 27.79 | N/A | N/A |
| Morgan Stanley Inst Discovery R6 | |||
| CAMYX | 31.09 | N/A | N/A |
| Cambiar International Equity Instl | |||