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IYSYX vs VSMAX
IYSYX vs VSMAX Comparison
Open Charts IYSYX vs VSMAX
Macquarie Smid Cap Core Fund
Price$19.62
Change+$0.23 (+1.19%)
VolumeN/A
Net Assets368.27M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
IYSYX vs VSMAX Comparison Chart
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VS
IYSYX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. IYSYX (368M). 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 : 23.44 vs. VSMAX (20.35). VSMAX return over 5 years is better than : 55.98 vs. IYSYX (4.96).
| 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 | 5.997 | 3.638 | 165% |
| 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 | 1.42 | 42% |
| Returns for 1 year | 23.44 | 20.35 | 115% |
| Returns for 3 years | 2.09 | 20.91 | 10% |
| Returns for 5 years | 4.96 | 55.98 | 9% |
| Returns for 10 years | 14.42 | 124.89 | 12% |
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