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IYSYX vs NAESX
IYSYX vs NAESX Comparison
Open Charts IYSYX vs NAESX
Delaware Ivy Smid Cap Core Fund
Price$19.77
Change+$0.29 (+1.49%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$123.43
Change+$1.88 (+1.55%)
VolumeN/A
CapitalizationN/A
IYSYX vs NAESX Comparison Chart
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IYSYX vs. NAESX commentary
Nov 23, 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 IYSYX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. IYSYX (372M). 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). NAESX (34.50) and IYSYX (33.58) have marching annual gain over last year. NAESX return over 5 years is better than : 63.38 vs. IYSYX (5.61).
| 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 | 20.600 | 21.064 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 151B | 0% |
| Annual Yield % from dividends | 0.59 | 1.31 | 45% |
| Returns for 1 year | 33.58 | 34.50 | 97% |
| Returns for 3 years | -21.39 | 12.49 | -171% |
| Returns for 5 years | 5.61 | 63.38 | 9% |
| Returns for 10 years | 1.15 | 129.56 | 1% |