Interact to see
Advertisement
Advertisement
IYSCX vs NAESX
IYSCX vs NAESX Comparison
Open Charts IYSCX vs NAESX
Macquarie Smid Cap Core Fund
Price$12.92
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets371.8M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
IYSCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYSCX vs. NAESX commentary
Sep 09, 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 IYSCX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. IYSCX (372M). NAESX pays higher dividends than IYSCX: NAESX (1.20) vs IYSCX (0.13). IYSCX was incepted earlier than NAESX: IYSCX (22 years) vs NAESX (65 years). IYSCX (2.02) is less costly to investors than NAESX (0.17). IYSCX is a more actively managed with annual turnover of: 16.00 vs. NAESX (13.00). IYSCX has a lower initial minimum investment than NAESX: IYSCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. IYSCX (10.11). NAESX return over 5 years is better than : 66.60 vs. IYSCX (-2.60).
| IYSCX | NAESX | IYSCX / NAESX | |
| Total Expense Ratio | 1.89 | 0.17 | 1,112% |
| Annual Report Gross Expense Ratio | 2.02 | 0.17 | 1,188% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | 4.024 | 6.494 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 161B | 0% |
| Annual Yield % from dividends | 0.13 | 1.20 | 11% |
| Returns for 1 year | 10.11 | 13.62 | 74% |
| Returns for 3 years | -1.27 | 39.23 | -3% |
| Returns for 5 years | -2.60 | 66.60 | -4% |
| Returns for 10 years | -12.48 | 132.36 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BSCY | 21.07 | 0.11 | +0.52% |
| Invesco BulletShares 2034 Corp Bd ETF | |||
| PPIE | 27.32 | 0.12 | +0.43% |
| Putnam PanAgora ESG Intl Eq ETF | |||
| PGRO | 42.75 | -0.05 | -0.12% |
| Putnam Focused Large Cap Growth ETF | |||
| FFEB | 54.13 | -0.10 | -0.19% |
| FT Vest US Equity Buffer ETF Feb | |||
| KLXY | 25.47 | -0.08 | -0.30% |
| KraneShares Global Luxury Index ETF | |||