Ad is loading...
Ad is loading...
IYSYX vs VSMAX
IYSYX vs VSMAX Comparison
Open Charts IYSYX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$19.77
Change+$0.29 (+1.49%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
IYSYX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IYSYX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. IYSYX (372M). VSMAX pays higher dividends than IYSYX: VSMAX (1.42) vs IYSYX (0.59). IYSYX was incepted earlier than VSMAX: IYSYX (21 years) vs VSMAX (24 years). IYSYX is a more actively managed with annual turnover of: 13.00 vs. VSMAX (12.00). IYSYX has a lower initial minimum investment than VSMAX: IYSYX (0) vs VSMAX (3000). VSMAX (34.52) and IYSYX (33.58) have marching annual gain over last year. VSMAX return over 5 years is better than : 63.57 vs. IYSYX (5.61).
| IYSYX | VSMAX | IYSYX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 20.600 | 21.100 | 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 | 1.42 | 42% |
| Returns for 1 year | 33.58 | 34.52 | 97% |
| Returns for 3 years | -21.39 | 12.56 | -170% |
| Returns for 5 years | 5.61 | 63.57 | 9% |
| Returns for 10 years | 1.15 | 130.29 | 1% |
View a ticker or compare two or three
VS
VS
Ad is loading...