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IYSYX vs VSMAX
IYSYX vs VSMAX Comparison
Open Charts IYSYX vs VSMAX
Macquarie Smid Cap Core Fund
Price$18.55
Change+$0.16 (+0.87%)
VolumeN/A
Net Assets364.51M
Vanguard Small Cap Index Admiral Shares
Price$115.80
Change+$1.09 (+0.95%)
VolumeN/A
Net Assets147.56B
IYSYX vs VSMAX Comparison Chart in %
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IYSYX vs. VSMAX commentary
Jul 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. IYSYX (365M). VSMAX pays higher dividends than IYSYX: VSMAX (1.40) vs IYSYX (0.21). IYSYX was incepted earlier than VSMAX: IYSYX (22 years) vs VSMAX (25 years). IYSYX (1.27) is less costly to investors than VSMAX (0.05). IYSYX is a more actively managed with annual turnover of: 16.00 vs. VSMAX (13.00). 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 : 11.65 vs. VSMAX (9.98). VSMAX return over 5 years is better than : 65.14 vs. IYSYX (17.06).
| 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 | 22 years | 25 years | - |
| Gain YTD | 0.354 | -1.188 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 148B | 0% |
| Annual Yield % from dividends | 0.21 | 1.40 | 15% |
| Returns for 1 year | 11.65 | 9.98 | 117% |
| Returns for 3 years | 11.02 | 34.36 | 32% |
| Returns for 5 years | 17.06 | 65.14 | 26% |
| Returns for 10 years | 4.81 | 103.30 | 5% |
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