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IYSCX vs VSMAX
IYSCX vs VSMAX Comparison
Open Charts IYSCX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$12.70
Change-$0.21 (-1.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
IYSCX vs VSMAX Comparison Chart
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IYSCX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. IYSCX (361M). VSMAX pays higher dividends than IYSCX: VSMAX (1.42) vs IYSCX (0.66). IYSCX was incepted earlier than VSMAX: IYSCX (21 years) vs VSMAX (24 years). IYSCX is a more actively managed with annual turnover of: 13.00 vs. VSMAX (12.00). IYSCX has a lower initial minimum investment than VSMAX: IYSCX (1000) vs VSMAX (3000). IYSCX (30.30) and VSMAX (30.28) have marching annual gain over last year. VSMAX return over 5 years is better than : 55.62 vs. IYSCX (-14.32).
| IYSCX | VSMAX | IYSCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 16.176 | 15.803 | 102% |
| 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 | 1.42 | 46% |
| Returns for 1 year | 30.30 | 30.28 | 100% |
| Returns for 3 years | -36.09 | 4.74 | -762% |
| Returns for 5 years | -14.32 | 55.62 | -26% |
| Returns for 10 years | -24.03 | 123.30 | -19% |
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