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IYSMX vs VSCPX
IYSMX vs VSCPX Comparison
Open Charts IYSMX vs VSCPX
Delaware Ivy Smid Cap Core Fund
Price$16.66
Change+$0.10 (+0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$335.64
Change+$3.61 (+1.09%)
VolumeN/A
CapitalizationN/A
IYSMX vs VSCPX Comparison Chart
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IYSMX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. IYSMX (352M). 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 annual gain was more profitable for investors over the last year : 15.32 vs. VSCPX (14.57). VSCPX return over 5 years is better than : 48.10 vs. IYSMX (-6.48).
| 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 | 14.457 | 14.078 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 167B | 0% |
| Annual Yield % from dividends | 0.55 | 1.44 | 39% |
| Returns for 1 year | 15.32 | 14.57 | 105% |
| Returns for 3 years | -9.74 | 10.66 | -91% |
| Returns for 5 years | -6.48 | 48.10 | -13% |
| Returns for 10 years | -1.77 | 116.06 | -2% |
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