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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$16.34
Change-$0.14 (-0.85%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
IYSMX vs VSMAX Comparison Chart
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IYSMX vs. VSMAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. IYSMX (355M). 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 (26.49) and VSMAX (25.54) have marching annual gain over last year. VSMAX return over 5 years is better than : 53.45 vs. IYSMX (-5.38).
| 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 | 12.259 | 10.898 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 149B | 0% |
| Annual Yield % from dividends | 0.55 | 1.42 | 39% |
| Returns for 1 year | 26.49 | 25.54 | 104% |
| Returns for 3 years | -24.74 | 8.91 | -278% |
| Returns for 5 years | -5.38 | 53.45 | -10% |
| Returns for 10 years | -9.03 | 121.55 | -7% |
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