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IYSCX vs NAESX
IYSCX vs NAESX Comparison
Open Charts IYSCX vs NAESX
Macquarie Smid Cap Core Fund
Price$12.60
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets372.11M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
IYSCX vs NAESX Comparison Chart in %
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IYSCX vs. NAESX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. IYSCX (372M). NAESX pays higher dividends than IYSCX: NAESX (1.28) vs IYSCX (0.14). 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 : 8.46 vs. IYSCX (6.12). NAESX return over 5 years is better than : 66.66 vs. IYSCX (-2.83).
| 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 | 1.447 | 2.781 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 153B | 0% |
| Annual Yield % from dividends | 0.14 | 1.28 | 11% |
| Returns for 1 year | 6.12 | 8.46 | 72% |
| Returns for 3 years | -3.35 | 34.15 | -10% |
| Returns for 5 years | -2.83 | 66.66 | -4% |
| Returns for 10 years | -16.16 | 114.71 | -14% |
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