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IYSIX vs VSGIX
IYSIX vs VSGIX Comparison
Open Charts IYSIX vs VSGIX
Delaware Ivy Small Cap Growth Instl
Price$22.61
Change-$0.07 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$74.95
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
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VS
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IYSIX vs VSGIX Comparison Chart
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IYSIX vs. VSGIX 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.3B vs. IYSIX (1.34B). VSGIX pays higher dividends than IYSIX: VSGIX (0.67) vs IYSIX (0.00). IYSIX was incepted earlier than VSGIX: IYSIX (17 years) vs VSGIX (24 years). IYSIX is a more actively managed with annual turnover of: 51.00 vs. VSGIX (19.00). IYSIX has a lower initial minimum investment than VSGIX: IYSIX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 19.45 vs. IYSIX (14.97). VSGIX return over 5 years is better than : 41.39 vs. IYSIX (-5.00).
| IYSIX | VSGIX | IYSIX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 12.748 | 8.792 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 35.3B | 4% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 14.97 | 19.45 | 77% |
| Returns for 3 years | -34.22 | -9.39 | 365% |
| Returns for 5 years | -5.00 | 41.39 | -12% |
| Returns for 10 years | 4.97 | 118.44 | 4% |
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