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IYSIX vs VEXRX
IYSIX vs VEXRX Comparison
Open Charts IYSIX vs VEXRX
Delaware Ivy Small Cap Growth Instl
Price$22.61
Change-$0.07 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$114.22
Change-$0.76 (-0.66%)
VolumeN/A
CapitalizationN/A
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IYSIX vs VEXRX Comparison Chart
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IYSIX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.6B vs. IYSIX (1.34B). VEXRX pays higher dividends than IYSIX: VEXRX (0.58) vs IYSIX (0.00). IYSIX was incepted earlier than VEXRX: IYSIX (17 years) vs VEXRX (23 years). IYSIX is a more actively managed with annual turnover of: 51.00 vs. VEXRX (40.00). IYSIX has a lower initial minimum investment than VEXRX: IYSIX (0) vs VEXRX (50000). VEXRX annual gain was more profitable for investors over the last year : 22.97 vs. IYSIX (14.97). VEXRX return over 5 years is better than : 20.98 vs. IYSIX (-5.00).
| IYSIX | VEXRX | IYSIX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 12.748 | 11.382 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 22.6B | 6% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 14.97 | 22.97 | 65% |
| Returns for 3 years | -34.22 | -15.06 | 227% |
| Returns for 5 years | -5.00 | 20.98 | -24% |
| Returns for 10 years | 4.97 | 20.61 | 24% |