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IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Macquarie Smid Cap Core Fund
Price$17.01
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets364.61M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
IYSAX vs VSMAX Comparison Chart in %
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IYSAX vs. VSMAX commentary
Aug 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. IYSAX (365M). VSMAX pays higher dividends than IYSAX: VSMAX (1.37) vs IYSAX (0.30). IYSAX was incepted earlier than VSMAX: IYSAX (29 years) vs VSMAX (25 years). IYSAX (1.27) 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 : 9.17 vs. IYSAX (6.51). VSMAX return over 5 years is better than : 57.73 vs. IYSAX (6.44).
| IYSAX | VSMAX | IYSAX / VSMAX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 0.737 | 2.517 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 154B | 0% |
| Annual Yield % from dividends | 0.30 | 1.37 | 22% |
| Returns for 1 year | 6.51 | 9.17 | 71% |
| Returns for 3 years | -4.89 | 20.48 | -24% |
| Returns for 5 years | 6.44 | 57.73 | 11% |
| Returns for 10 years | 1.01 | 113.12 | 1% |
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