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IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Macquarie Smid Cap Core Fund
Price$17.25
Change+$0.12 (+0.70%)
VolumeN/A
Net Assets346.22M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
IYSAX vs VSMAX Comparison Chart in %
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IYSAX vs. VSMAX commentary
Oct 18, 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 IYSAX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. IYSAX (346M). VSMAX pays higher dividends than IYSAX: VSMAX (1.34) vs IYSAX (0.26). IYSAX was incepted earlier than VSMAX: IYSAX (29 years) vs VSMAX (25 years). IYSAX (1.32) is less costly to investors than VSMAX (0.05). IYSAX is a more actively managed with annual turnover of: 16.00 vs. VSMAX (13.00). IYSAX has a lower initial minimum investment than VSMAX: IYSAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 4.95 vs. IYSAX (1.04). VSMAX return over 5 years is better than : 55.46 vs. IYSAX (7.42).
| IYSAX | VSMAX | IYSAX / VSMAX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.32 | 0.05 | 2,640% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 2.232 | 5.599 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 162B | 0% |
| Annual Yield % from dividends | 0.26 | 1.34 | 20% |
| Returns for 1 year | 1.04 | 4.95 | 21% |
| Returns for 3 years | 8.69 | 42.02 | 21% |
| Returns for 5 years | 7.42 | 55.46 | 13% |
| Returns for 10 years | 5.04 | 130.86 | 4% |
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