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IYSCX vs VSMAX
IYSCX vs VSMAX Comparison
Open Charts IYSCX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$12.23
Change-$0.11 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
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IYSCX vs VSMAX Comparison Chart
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IYSCX vs. VSMAX commentary
Sep 21, 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: 149B vs. IYSCX (355M). 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 (21.35) and VSMAX (20.75) have marching annual gain over last year. VSMAX return over 5 years is better than : 51.83 vs. IYSCX (-17.81).
| 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 | 10.620 | 9.731 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 149B | 0% |
| Annual Yield % from dividends | 0.66 | 1.42 | 46% |
| Returns for 1 year | 21.35 | 20.75 | 103% |
| Returns for 3 years | -35.37 | 5.70 | -621% |
| Returns for 5 years | -17.81 | 51.83 | -34% |
| Returns for 10 years | -27.97 | 114.09 | -25% |
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