Ad is loading...
IYSCX vs VSMAX
IYSCX vs VSMAX Comparison
Open Charts IYSCX vs VSMAX
Macquarie Smid Cap Core Fund
Price$12.93
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets364.53M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
IYSCX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IYSCX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. IYSCX (365M). 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 (21.60) and VSMAX (21.26) have marching annual gain over last year. VSMAX return over 5 years is better than : 48.99 vs. IYSCX (-16.89).
| 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 | 4.023 | 3.369 | 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 | 1.42 | 46% |
| Returns for 1 year | 21.60 | 21.26 | 102% |
| Returns for 3 years | -14.15 | 17.25 | -82% |
| Returns for 5 years | -16.89 | 48.99 | -34% |
| Returns for 10 years | -12.06 | 127.10 | -9% |