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IYSYX vs VSMAX
IYSYX vs VSMAX Comparison
Open Charts IYSYX vs VSMAX
Delaware Ivy Smid Cap Core Fund
Price$18.70
Change+$0.13 (+0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$116.88
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
IYSYX vs VSMAX Comparison Chart
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IYSYX vs. VSMAX commentary
Dec 26, 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: 167B vs. IYSYX (355M). 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). IYSYX annual gain was more profitable for investors over the last year : 15.84 vs. VSMAX (14.60). VSMAX return over 5 years is better than : 49.23 vs. IYSYX (-1.53).
| 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 | 15.771 | 14.757 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 167B | 0% |
| Annual Yield % from dividends | 0.59 | 1.42 | 42% |
| Returns for 1 year | 15.84 | 14.60 | 109% |
| Returns for 3 years | -8.33 | 10.03 | -83% |
| Returns for 5 years | -1.53 | 49.23 | -3% |
| Returns for 10 years | 5.63 | 115.66 | 5% |