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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Macquarie Smid Cap Core Fund
Price$15.66
Change+$0.21 (+1.36%)
VolumeN/A
Net Assets320.08M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
IYSMX vs VSMAX Comparison Chart
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IYSMX vs. VSMAX commentary
May 09, 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: 140B vs. IYSMX (320M). VSMAX pays higher dividends than IYSMX: VSMAX (1.56) vs IYSMX (0.13). IYSMX was incepted earlier than VSMAX: IYSMX (12 years) vs VSMAX (25 years). IYSMX (1.52) is less costly to investors than VSMAX (0.05). IYSMX (13.00) and VSMAX (13.00) have comparable annual turnover. 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 : 3.70 vs. VSMAX (-0.07). VSMAX return over 5 years is better than : 65.26 vs. IYSMX (9.23).
| 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 | 12 years | 25 years | - |
| Gain YTD | -5.854 | -8.397 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 140B | 0% |
| Annual Yield % from dividends | 0.13 | 1.56 | 9% |
| Returns for 1 year | 3.70 | -0.07 | -5,141% |
| Returns for 3 years | -1.22 | 20.37 | -6% |
| Returns for 5 years | 9.23 | 65.26 | 14% |
| Returns for 10 years | -7.31 | 88.31 | -8% |
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