Interact to see
Advertisement
Advertisement
IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
IYSMX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYSMX vs. VSMAX commentary
Sep 12, 2026
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: 185B vs. IYSMX (359M). VSMAX pays higher dividends than IYSMX: VSMAX (1.20) vs IYSMX (0.10). IYSMX was incepted earlier than VSMAX: IYSMX (14 years) vs VSMAX (26 years). IYSMX (1.62) is less costly to investors than VSMAX (0.05). IYSMX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (17.00). 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 : 17.12 vs. VSMAX (13.12). VSMAX return over 5 years is better than : 32.93 vs. IYSMX (-7.27).
| IYSMX | VSMAX | IYSMX / VSMAX | |
| Total Expense Ratio | 1.37 | 0.05 | 2,740% |
| Annual Report Gross Expense Ratio | 1.62 | 0.05 | 3,240% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 15.375 | 13.032 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 185B | 0% |
| Annual Yield % from dividends | 0.10 | 1.20 | 8% |
| Returns for 1 year | 17.12 | 13.12 | 130% |
| Returns for 3 years | 53.32 | 49.70 | 107% |
| Returns for 5 years | -7.27 | 32.93 | -22% |
| Returns for 10 years | 27.68 | 153.33 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement