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IYSYX vs VSMAX
IYSYX vs VSMAX Comparison
Open Charts IYSYX vs VSMAX
Macquarie Smid Cap Core Fund
Price$17.56
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets331.66M
Vanguard Small Cap Index Admiral Shares
Price$109.48
Change+$0.66 (+0.61%)
VolumeN/A
Net Assets153.45B
IYSYX vs VSMAX Comparison Chart
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IYSYX vs. VSMAX commentary
Mar 10, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. IYSYX (332M). VSMAX pays higher dividends than IYSYX: VSMAX (1.32) vs IYSYX (0.51). IYSYX was incepted earlier than VSMAX: IYSYX (21 years) vs VSMAX (24 years). IYSYX (1.27) is less costly to investors than VSMAX (0.05). 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 : 4.28 vs. VSMAX (2.58). VSMAX return over 5 years is better than : 59.70 vs. IYSYX (5.39).
| IYSYX | VSMAX | IYSYX / VSMAX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | -5.132 | -4.932 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 153B | 0% |
| Annual Yield % from dividends | 0.51 | 1.32 | 39% |
| Returns for 1 year | 4.28 | 2.58 | 166% |
| Returns for 3 years | -4.65 | 15.74 | -30% |
| Returns for 5 years | 5.39 | 59.70 | 9% |
| Returns for 10 years | 0.78 | 101.15 | 1% |
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