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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Macquarie Smid Cap Core Fund
Price$16.82
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets368.52M
Vanguard Small Cap Index Admiral Shares
Price$116.54
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets153.28B
IYSMX vs VSMAX Comparison Chart in %
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VS
IYSMX vs. VSMAX commentary
Jul 20, 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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. IYSMX (369M). VSMAX pays higher dividends than IYSMX: VSMAX (1.40) 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 : 6.94 vs. IYSMX (5.07). VSMAX return over 5 years is better than : 64.93 vs. IYSMX (10.33).
| 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 | 1.476 | 1.369 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 153B | 0% |
| Annual Yield % from dividends | 0.15 | 1.40 | 11% |
| Returns for 1 year | 5.07 | 6.94 | 73% |
| Returns for 3 years | 9.41 | 33.03 | 28% |
| Returns for 5 years | 10.33 | 64.93 | 16% |
| Returns for 10 years | -0.56 | 108.71 | -1% |
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