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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$16.66
Change+$0.10 (+0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$116.29
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
IYSMX vs VSMAX Comparison Chart
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VS
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IYSMX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. IYSMX (352M). VSMAX pays higher dividends than IYSMX: VSMAX (1.42) vs IYSMX (0.55). IYSMX was incepted earlier than VSMAX: IYSMX (12 years) vs VSMAX (24 years). IYSMX is a more actively managed with annual turnover of: 13.00 vs. VSMAX (12.00). IYSMX has a lower initial minimum investment than VSMAX: IYSMX (0) vs VSMAX (3000). IYSMX annual gain was more profitable for investors over the last year : 15.32 vs. VSMAX (14.57). VSMAX return over 5 years is better than : 48.08 vs. IYSMX (-6.48).
| IYSMX | VSMAX | IYSMX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 14.457 | 14.076 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 167B | 0% |
| Annual Yield % from dividends | 0.55 | 1.42 | 39% |
| Returns for 1 year | 15.32 | 14.57 | 105% |
| Returns for 3 years | -9.74 | 10.65 | -92% |
| Returns for 5 years | -6.48 | 48.08 | -13% |
| Returns for 10 years | -1.77 | 115.96 | -2% |
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