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IYSIX vs VEXPX
IYSIX vs VEXPX Comparison
Open Charts IYSIX vs VEXPX
Macquarie Small Cap Growth Instl
Price$22.00
Change-$0.32 (-1.43%)
VolumeN/A
CapitalizationN/A
IYSIX vs VEXPX Comparison Chart
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IYSIX vs. VEXPX commentary
Dec 28, 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 IYSIX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 23.9B vs. IYSIX (1.28B). VEXPX pays higher dividends than IYSIX: VEXPX (0.48) vs IYSIX (0.00). IYSIX was incepted earlier than VEXPX: IYSIX (18 years) vs VEXPX (57 years). IYSIX is a more actively managed with annual turnover of: 51.00 vs. VEXPX (40.00). IYSIX has a lower initial minimum investment than VEXPX: IYSIX (0) vs VEXPX (3000). IYSIX (11.54) and VEXPX (11.21) have marching annual gain over last year. VEXPX return over 5 years is better than : 19.11 vs. IYSIX (-4.77).
| IYSIX | VEXPX | IYSIX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 57 years | - |
| Gain YTD | 13.357 | 12.445 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 23.9B | 5% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 11.54 | 11.21 | 103% |
| Returns for 3 years | -12.57 | -2.89 | 435% |
| Returns for 5 years | -4.77 | 19.11 | -25% |
| Returns for 10 years | 3.55 | 32.66 | 11% |