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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Macquarie Smid Cap Core Fund
Price$16.29
Change-$0.18 (-1.09%)
VolumeN/A
Net Assets335.08M
Vanguard Small Cap Index Admiral Shares
Price$112.02
Change-$1.16 (-1.02%)
VolumeN/A
Net Assets147.56B
IYSMX vs VSMAX Comparison Chart in %
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IYSMX vs. VSMAX commentary
Jun 26, 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 StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. IYSMX (335M). VSMAX pays higher dividends than IYSMX: VSMAX (1.48) vs IYSMX (0.13). IYSMX was incepted earlier than VSMAX: IYSMX (13 years) vs VSMAX (25 years). IYSMX (1.52) 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 : 8.80 vs. VSMAX (8.07). VSMAX return over 5 years is better than : 66.74 vs. IYSMX (12.45).
| 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 | 13 years | 25 years | - |
| Gain YTD | -0.930 | -1.626 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 148B | 0% |
| Annual Yield % from dividends | 0.13 | 1.48 | 9% |
| Returns for 1 year | 8.80 | 8.07 | 109% |
| Returns for 3 years | 4.47 | 30.99 | 14% |
| Returns for 5 years | 12.45 | 66.74 | 19% |
| Returns for 10 years | -5.08 | 98.44 | -5% |
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