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IYSMX vs NAESX
IYSMX vs NAESX Comparison
Open Charts IYSMX vs NAESX
Delaware Ivy Smid Cap Core Fund
Price$16.34
Change-$0.14 (-0.85%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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IYSMX vs NAESX Comparison Chart
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IYSMX vs. NAESX 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 IYSMX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. IYSMX (355M). NAESX pays higher dividends than IYSMX: NAESX (1.31) vs IYSMX (0.55). IYSMX was incepted earlier than NAESX: IYSMX (12 years) vs NAESX (64 years). IYSMX is a more actively managed with annual turnover of: 13.00 vs. NAESX (12.00). IYSMX has a lower initial minimum investment than NAESX: IYSMX (0) vs NAESX (3000). IYSMX (26.49) and NAESX (25.47) have marching annual gain over last year. NAESX return over 5 years is better than : 53.25 vs. IYSMX (-5.38).
| IYSMX | NAESX | IYSMX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 64 years | - |
| Gain YTD | 12.259 | 10.861 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 149B | 0% |
| Annual Yield % from dividends | 0.55 | 1.31 | 42% |
| Returns for 1 year | 26.49 | 25.47 | 104% |
| Returns for 3 years | -24.74 | 8.84 | -280% |
| Returns for 5 years | -5.38 | 53.25 | -10% |
| Returns for 10 years | -9.03 | 120.79 | -7% |
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