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IYSMX vs VSCPX
IYSMX vs VSCPX Comparison
Open Charts IYSMX vs VSCPX
Delaware Ivy Smid Cap Core Fund
Price$17.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$356.33
Change+$5.41 (+1.54%)
VolumeN/A
CapitalizationN/A
IYSMX vs VSCPX Comparison Chart
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IYSMX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. IYSMX (372M). VSCPX pays higher dividends than IYSMX: VSCPX (1.44) vs IYSMX (0.55). IYSMX was incepted earlier than VSCPX: IYSMX (12 years) vs VSCPX (14 years). IYSMX is a more actively managed with annual turnover of: 13.00 vs. VSCPX (12.00). IYSMX has a lower initial minimum investment than VSCPX: IYSMX (0) vs VSCPX (100000000). IYSMX (33.35) and VSCPX (32.50) have marching annual gain over last year. VSCPX return over 5 years is better than : 61.12 vs. IYSMX (0.99).
| IYSMX | VSCPX | IYSMX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 20.366 | 19.272 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 151B | 0% |
| Annual Yield % from dividends | 0.55 | 1.44 | 39% |
| Returns for 1 year | 33.35 | 32.50 | 103% |
| Returns for 3 years | -24.29 | 10.67 | -228% |
| Returns for 5 years | 0.99 | 61.12 | 2% |
| Returns for 10 years | -5.74 | 126.93 | -5% |
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