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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Macquarie Smid Cap Core Fund
Price$17.19
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets368.38M
Vanguard Small Cap Index Admiral Shares
Price$122.54
Change+$0.13 (+0.11%)
VolumeN/A
Net Assets161.26B
IYSMX vs VSMAX Comparison Chart in %
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IYSMX vs. VSMAX commentary
Sep 16, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. IYSMX (368M). VSMAX pays higher dividends than IYSMX: VSMAX (1.31) vs IYSMX (0.14). 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 : 11.12 vs. IYSMX (7.91). VSMAX return over 5 years is better than : 65.41 vs. IYSMX (11.52).
| 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 | 3.702 | 6.475 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 161B | 0% |
| Annual Yield % from dividends | 0.14 | 1.31 | 11% |
| Returns for 1 year | 7.91 | 11.12 | 71% |
| Returns for 3 years | 6.78 | 38.97 | 17% |
| Returns for 5 years | 11.52 | 65.41 | 18% |
| Returns for 10 years | 6.86 | 133.00 | 5% |
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