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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
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IYSMX vs VSMAX Comparison Chart in %
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VS
IYSMX vs. VSMAX commentary
Jul 14, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. IYSMX (384M). VSMAX pays higher dividends than IYSMX: VSMAX (1.18) vs IYSMX (0.09). IYSMX was incepted earlier than VSMAX: IYSMX (14 years) vs VSMAX (26 years). IYSMX (1.57) 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 (24.47) and VSMAX (23.38) have marching annual gain over last year. VSMAX return over 5 years is better than : 38.56 vs. IYSMX (-5.57).
| IYSMX | VSMAX | IYSMX / VSMAX | |
| Total Expense Ratio | 1.39 | 0.05 | 2,780% |
| Annual Report Gross Expense Ratio | 1.57 | 0.05 | 3,140% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 17.914 | 15.756 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 189B | 0% |
| Annual Yield % from dividends | 0.09 | 1.18 | 8% |
| Returns for 1 year | 24.47 | 23.38 | 105% |
| Returns for 3 years | 51.84 | 48.24 | 107% |
| Returns for 5 years | -5.57 | 38.56 | -14% |
| Returns for 10 years | 31.80 | 158.07 | 20% |
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