IYSMX
Price
$20.55
Change
+$0.36 (+1.78%)
Updated
Jun 2 closing price
Net Assets
384.83M
VSMAX
Price
$141.51
Change
+$1.12 (+0.80%)
Updated
Jun 2 closing price
Net Assets
177.42B
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IYSMX vs VSMAX

Header iconIYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAXBanner chart's image
IYSMX vs VSMAX Comparison Chart in %
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VS
IYSMX vs. VSMAX commentary
Jun 04, 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 Buy and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 177B vs. IYSMX (385M). VSMAX pays higher dividends than IYSMX: VSMAX (1.19) vs IYSMX (0.11). IYSMX was incepted earlier than VSMAX: IYSMX (13 years) vs VSMAX (26 years). IYSMX (1.57) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 17.00 vs. IYSMX (16.00). IYSMX has a lower initial minimum investment than VSMAX: IYSMX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 28.97 vs. IYSMX (26.99). VSMAX return over 5 years is better than : 33.53 vs. IYSMX (-10.76).
IYSMXVSMAXIYSMX / VSMAX
Total Expense Ratio1.390.052,780%
Annual Report Gross Expense Ratio1.570.053,140%
Fund Existence13 years26 years-
Gain YTD13.87413.705101%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets385M177B0%
Annual Yield % from dividends0.111.199%
Returns for 1 year26.9928.9793%
Returns for 3 years55.3054.98101%
Returns for 5 years-10.7633.53-32%
Returns for 10 years33.36161.2321%
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