Ad is loading...
Ad is loading...
IYSMX vs NAESX
IYSMX vs NAESX Comparison
Open Charts IYSMX vs NAESX
Delaware Ivy Smid Cap Core Fund
Price$17.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$123.43
Change+$1.88 (+1.55%)
VolumeN/A
CapitalizationN/A
IYSMX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IYSMX vs. NAESX commentary
Nov 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. IYSMX (372M). 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 (33.35) and NAESX (32.46) have marching annual gain over last year. NAESX return over 5 years is better than : 60.89 vs. IYSMX (0.99).
| 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 | 20.366 | 19.220 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 151B | 0% |
| Annual Yield % from dividends | 0.55 | 1.31 | 42% |
| Returns for 1 year | 33.35 | 32.46 | 103% |
| Returns for 3 years | -24.29 | 10.58 | -230% |
| Returns for 5 years | 0.99 | 60.89 | 2% |
| Returns for 10 years | -5.74 | 126.07 | -5% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NSGCX | 19.81 | 0.07 | +0.35% |
| Columbia Select Large Cap Equity C | |||
| TRXIX | 11.69 | 0.02 | +0.17% |
| Catalyst/MAP Global Balanced I | |||
| SEMNX | 17.13 | -0.01 | -0.06% |
| Hartford Schroders Emerging Mkts Eq I | |||
| HLEMX | 42.71 | -0.04 | -0.09% |
| Harding Loevner Emerging Markets Advisor | |||
| ESMAX | 15.19 | -0.09 | -0.59% |
| Invesco EQV Euro Small Company A | |||