IYSYX
Price
$23.65
Change
-$0.38 (-1.58%)
Updated
Jul 1 closing price
Net Assets
395.98M
VSMAX
Price
$144.40
Change
-$0.74 (-0.51%)
Updated
Jul 1 closing price
Net Assets
182.65B
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IYSYX vs VSMAX

IYSYX vs VSMAX Comparison Chart in %
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VS
IYSYX vs. VSMAX commentary
Jul 03, 2026

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 Hold and VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. IYSYX (396M). VSMAX pays higher dividends than IYSYX: VSMAX (1.18) vs IYSYX (0.09). IYSYX was incepted earlier than VSMAX: IYSYX (23 years) vs VSMAX (26 years). IYSYX (1.32) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 17.00 vs. IYSYX (16.00). 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 : 29.69 vs. VSMAX (26.94). VSMAX return over 5 years is better than : 36.30 vs. IYSYX (-1.16).
IYSYXVSMAXIYSYX / VSMAX
Total Expense Ratio1.140.052,280%
Annual Report Gross Expense Ratio1.320.052,640%
Fund Existence23 years26 years-
Gain YTD21.45317.636122%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets396M183B0%
Annual Yield % from dividends0.091.188%
Returns for 1 year29.6926.94110%
Returns for 3 years60.2353.95112%
Returns for 5 years-1.1636.30-3%
Returns for 10 years49.11171.0929%
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