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IYSCX vs VSMAX
IYSCX vs VSMAX Comparison
Open Charts IYSCX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$12.42
Change-$0.47 (-3.65%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
IYSCX vs VSMAX Comparison Chart
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IYSCX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B 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 (20.10) and VSMAX (19.58) have marching annual gain over last year. VSMAX return over 5 years is better than : 53.97 vs. IYSCX (-14.64).
| 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 | 17.914 | 18.049 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 167B | 0% |
| Annual Yield % from dividends | 0.66 | 1.42 | 46% |
| Returns for 1 year | 20.10 | 19.58 | 103% |
| Returns for 3 years | -13.62 | 15.80 | -86% |
| Returns for 5 years | -14.64 | 53.97 | -27% |
| Returns for 10 years | -14.70 | 125.00 | -12% |