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IYSMX vs NAESX
IYSMX vs NAESX Comparison
Open Charts IYSMX vs NAESX
Delaware Ivy Smid Cap Core Fund
Price$16.66
Change+$0.10 (+0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
IYSMX vs NAESX Comparison Chart
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IYSMX vs. NAESX commentary
Dec 23, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. IYSMX (352M). 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 annual gain was more profitable for investors over the last year : 15.32 vs. NAESX (14.50). NAESX return over 5 years is better than : 47.90 vs. IYSMX (-6.48).
| 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 | 14.457 | 14.022 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 167B | 0% |
| Annual Yield % from dividends | 0.55 | 1.31 | 42% |
| Returns for 1 year | 15.32 | 14.50 | 106% |
| Returns for 3 years | -9.74 | 10.57 | -92% |
| Returns for 5 years | -6.48 | 47.90 | -14% |
| Returns for 10 years | -1.77 | 115.27 | -2% |
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