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IYSAX vs VSMAX
IYSAX vs VSMAX Comparison
Open Charts IYSAX vs VSMAX
Macquarie Smid Cap Core Fund
Price$17.19
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets369.43M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
IYSAX vs VSMAX Comparison Chart in %
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IYSAX vs. VSMAX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. IYSAX (369M). VSMAX pays higher dividends than IYSAX: VSMAX (1.40) vs IYSAX (0.31). IYSAX was incepted earlier than VSMAX: IYSAX (28 years) vs VSMAX (25 years). IYSAX (1.27) is less costly to investors than VSMAX (0.05). IYSAX (13.00) and VSMAX (13.00) have comparable annual turnover. IYSAX has a lower initial minimum investment than VSMAX: IYSAX (1000) vs VSMAX (3000). IYSAX (12.70) and VSMAX (12.25) have marching annual gain over last year. VSMAX return over 5 years is better than : 69.54 vs. IYSAX (15.09).
| 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 | 28 years | 25 years | - |
| Gain YTD | 1.803 | 1.447 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 148B | 0% |
| Annual Yield % from dividends | 0.31 | 1.40 | 22% |
| Returns for 1 year | 12.70 | 12.25 | 104% |
| Returns for 3 years | 10.43 | 37.95 | 27% |
| Returns for 5 years | 15.09 | 69.54 | 22% |
| Returns for 10 years | 1.37 | 109.34 | 1% |
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