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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$17.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
IYSMX vs VSMAX Comparison Chart
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VS
VS
IYSMX vs. VSMAX commentary
Nov 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. IYSMX (372M). 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 (33.35) and VSMAX (32.49) have marching annual gain over last year. VSMAX return over 5 years is better than : 61.09 vs. IYSMX (0.99).
| 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 | 20.366 | 19.265 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 151B | 0% |
| Annual Yield % from dividends | 0.55 | 1.42 | 39% |
| Returns for 1 year | 33.35 | 32.49 | 103% |
| Returns for 3 years | -24.29 | 10.66 | -228% |
| Returns for 5 years | 0.99 | 61.09 | 2% |
| Returns for 10 years | -5.74 | 126.80 | -5% |
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