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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Macquarie Smid Cap Core Fund
Price$17.52
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets370.93M
Vanguard Small Cap Index Admiral Shares
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
IYSMX vs VSMAX Comparison Chart
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VS
VS
IYSMX vs. VSMAX commentary
Jan 23, 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: 155B vs. IYSMX (371M). 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 annual gain was more profitable for investors over the last year : 21.44 vs. VSMAX (20.15). VSMAX return over 5 years is better than : 53.34 vs. IYSMX (-2.46).
| 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 | 5.288 | 4.568 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 155B | 0% |
| Annual Yield % from dividends | 0.55 | 1.42 | 39% |
| Returns for 1 year | 21.44 | 20.15 | 106% |
| Returns for 3 years | -0.54 | 24.52 | -2% |
| Returns for 5 years | -2.46 | 53.34 | -5% |
| Returns for 10 years | 5.39 | 125.60 | 4% |
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