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IYSIX vs VEXPX
IYSIX vs VEXPX Comparison
Open Charts IYSIX vs VEXPX
Delaware Ivy Small Cap Growth Instl
Price$22.61
Change-$0.07 (-0.31%)
VolumeN/A
CapitalizationN/A
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IYSIX vs VEXPX Comparison Chart
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IYSIX vs. VEXPX 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 IYSIX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.6B vs. IYSIX (1.34B). VEXPX pays higher dividends than IYSIX: VEXPX (0.48) vs IYSIX (0.00). IYSIX was incepted earlier than VEXPX: IYSIX (17 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). VEXPX annual gain was more profitable for investors over the last year : 22.97 vs. IYSIX (14.97). VEXPX return over 5 years is better than : 21.05 vs. IYSIX (-5.00).
| IYSIX | VEXPX | IYSIX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 57 years | - |
| Gain YTD | 12.748 | 11.283 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 22.6B | 6% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 14.97 | 22.97 | 65% |
| Returns for 3 years | -34.22 | -15.01 | 228% |
| Returns for 5 years | -5.00 | 21.05 | -24% |
| Returns for 10 years | 4.97 | 20.45 | 24% |
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