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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Macquarie Smid Cap Core Fund
Price$16.96
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets340.34M
Vanguard Small Cap Index Admiral Shares
Price$117.69
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
IYSMX vs VSMAX Comparison Chart in %
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IYSMX vs. VSMAX commentary
Nov 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. IYSMX (340M). VSMAX pays higher dividends than IYSMX: VSMAX (1.34) vs IYSMX (0.11). IYSMX was incepted earlier than VSMAX: IYSMX (13 years) vs VSMAX (25 years). IYSMX (1.57) 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). IYSMX annual gain was more profitable for investors over the last year : -0.47 vs. VSMAX (-0.53). VSMAX return over 5 years is better than : 39.21 vs. IYSMX (-1.22).
| IYSMX | VSMAX | IYSMX / VSMAX | |
| Total Expense Ratio | 1.39 | 0.05 | 2,780% |
| Annual Report Gross Expense Ratio | 1.57 | 0.05 | 3,140% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 2.041 | 2.248 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 162B | 0% |
| Annual Yield % from dividends | 0.11 | 1.34 | 8% |
| Returns for 1 year | -0.47 | -0.53 | 89% |
| Returns for 3 years | 1.52 | 29.85 | 5% |
| Returns for 5 years | -1.22 | 39.21 | -3% |
| Returns for 10 years | 3.37 | 122.28 | 3% |
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