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IYSCX vs VSCPX
IYSCX vs VSCPX Comparison
Open Charts IYSCX vs VSCPX
Delaware Ivy Smid Cap Core Fund
Price$12.70
Change-$0.21 (-1.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
IYSCX vs VSCPX Comparison Chart
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IYSCX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. IYSCX (361M). VSCPX pays higher dividends than IYSCX: VSCPX (1.44) vs IYSCX (0.66). IYSCX was incepted earlier than VSCPX: IYSCX (21 years) vs VSCPX (14 years). IYSCX is a more actively managed with annual turnover of: 13.00 vs. VSCPX (12.00). IYSCX has a lower initial minimum investment than VSCPX: IYSCX (1000) vs VSCPX (100000000). IYSCX (30.30) and VSCPX (30.29) have marching annual gain over last year. VSCPX return over 5 years is better than : 55.66 vs. IYSCX (-14.32).
| IYSCX | VSCPX | IYSCX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 16.176 | 15.805 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 151B | 0% |
| Annual Yield % from dividends | 0.66 | 1.44 | 46% |
| Returns for 1 year | 30.30 | 30.29 | 100% |
| Returns for 3 years | -36.09 | 4.74 | -761% |
| Returns for 5 years | -14.32 | 55.66 | -26% |
| Returns for 10 years | -24.03 | 123.43 | -19% |
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