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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Macquarie Smid Cap Core Fund
Price$15.92
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets330.65M
Vanguard Small Cap Index Admiral Shares
Price$109.21
Change-$0.13 (-0.12%)
VolumeN/A
Net Assets139.54B
IYSMX vs VSMAX Comparison Chart
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IYSMX vs. VSMAX commentary
Jun 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. IYSMX (331M). VSMAX pays higher dividends than IYSMX: VSMAX (1.48) 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 : 3.52 vs. VSMAX (3.08). VSMAX return over 5 years is better than : 55.41 vs. IYSMX (2.34).
| 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 | -4.531 | -4.964 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 140B | 0% |
| Annual Yield % from dividends | 0.13 | 1.48 | 9% |
| Returns for 1 year | 3.52 | 3.08 | 114% |
| Returns for 3 years | -6.23 | 17.63 | -35% |
| Returns for 5 years | 2.34 | 55.41 | 4% |
| Returns for 10 years | -6.83 | 92.98 | -7% |
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