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IYSIX vs VEXRX
IYSIX vs VEXRX Comparison
Open Charts IYSIX vs VEXRX
Delaware Ivy Small Cap Growth Instl
Price$24.27
Change+$0.25 (+1.04%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$121.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
IYSIX vs VEXRX Comparison Chart
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IYSIX vs. VEXRX commentary
Nov 26, 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 StrongBuy and VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22B vs. IYSIX (1.36B). VEXRX pays higher dividends than IYSIX: VEXRX (0.58) vs IYSIX (0.00). IYSIX was incepted earlier than VEXRX: IYSIX (18 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 : 29.96 vs. IYSIX (28.24). VEXRX return over 5 years is better than : 23.83 vs. IYSIX (0.86).
| IYSIX | VEXRX | IYSIX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 21.991 | 17.708 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 22B | 6% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 28.24 | 29.96 | 94% |
| Returns for 3 years | -25.80 | -14.10 | 183% |
| Returns for 5 years | 0.86 | 23.83 | 4% |
| Returns for 10 years | 8.78 | 22.22 | 40% |
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