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IYSYX vs NAESX
IYSYX vs NAESX Comparison
Open Charts IYSYX vs NAESX
Macquarie Smid Cap Core Fund
Price$19.62
Change+$0.23 (+1.19%)
VolumeN/A
Net Assets368.27M
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
IYSYX vs NAESX Comparison Chart
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IYSYX vs. NAESX commentary
Feb 01, 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 IYSYX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. IYSYX (368M). NAESX pays higher dividends than IYSYX: NAESX (1.31) vs IYSYX (0.59). IYSYX was incepted earlier than NAESX: IYSYX (21 years) vs NAESX (64 years). IYSYX is a more actively managed with annual turnover of: 13.00 vs. NAESX (12.00). IYSYX has a lower initial minimum investment than NAESX: IYSYX (0) vs NAESX (3000). IYSYX annual gain was more profitable for investors over the last year : 23.44 vs. NAESX (20.30). NAESX return over 5 years is better than : 55.79 vs. IYSYX (4.96).
| IYSYX | NAESX | IYSYX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 64 years | - |
| Gain YTD | 5.997 | 3.621 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 368M | 155B | 0% |
| Annual Yield % from dividends | 0.59 | 1.31 | 45% |
| Returns for 1 year | 23.44 | 20.30 | 116% |
| Returns for 3 years | 2.09 | 20.81 | 10% |
| Returns for 5 years | 4.96 | 55.79 | 9% |
| Returns for 10 years | 14.42 | 124.23 | 12% |