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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Macquarie Smid Cap Core Fund
Price$16.37
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets357.71M
Vanguard Small Cap Index Admiral Shares
Price$115.07
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
IYSMX vs VSMAX Comparison Chart in %
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IYSMX vs. VSMAX commentary
Aug 10, 2025
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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. IYSMX (358M). VSMAX pays higher dividends than IYSMX: VSMAX (1.37) vs IYSMX (0.15). IYSMX was incepted earlier than VSMAX: IYSMX (13 years) vs VSMAX (25 years). IYSMX (1.52) is less costly to investors than VSMAX (0.05). IYSMX is a more actively managed with annual turnover of: 16.00 vs. VSMAX (13.00). IYSMX has a lower initial minimum investment than VSMAX: IYSMX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.49 vs. IYSMX (6.87). VSMAX return over 5 years is better than : 54.40 vs. IYSMX (2.67).
| IYSMX | VSMAX | IYSMX / VSMAX | |
| Total Expense Ratio | 1.39 | 0.05 | 2,780% |
| Annual Report Gross Expense Ratio | 1.52 | 0.05 | 3,040% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -1.532 | 0.090 | -1,696% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 154B | 0% |
| Annual Yield % from dividends | 0.15 | 1.37 | 11% |
| Returns for 1 year | 6.87 | 9.49 | 72% |
| Returns for 3 years | -2.71 | 24.07 | -11% |
| Returns for 5 years | 2.67 | 54.40 | 5% |
| Returns for 10 years | -2.65 | 109.39 | -2% |
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