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IYSCX vs NAESX
IYSCX vs NAESX Comparison
Open Charts IYSCX vs NAESX
Macquarie Smid Cap Core Fund
Price$12.63
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets348.62M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
IYSCX vs NAESX Comparison Chart in %
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IYSCX vs. NAESX commentary
Oct 19, 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: 162B vs. IYSCX (349M). NAESX pays higher dividends than IYSCX: NAESX (1.23) vs IYSCX (0.07). IYSCX was incepted earlier than NAESX: IYSCX (22 years) vs NAESX (65 years). IYSCX (2.07) 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 : 4.92 vs. IYSCX (0.32). NAESX return over 5 years is better than : 55.28 vs. IYSCX (-6.74).
| IYSCX | NAESX | IYSCX / NAESX | |
| Total Expense Ratio | 1.89 | 0.17 | 1,112% |
| Annual Report Gross Expense Ratio | 2.07 | 0.17 | 1,218% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | 1.689 | 5.577 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 162B | 0% |
| Annual Yield % from dividends | 0.07 | 1.23 | 6% |
| Returns for 1 year | 0.32 | 4.92 | 6% |
| Returns for 3 years | -1.39 | 41.91 | -3% |
| Returns for 5 years | -6.74 | 55.28 | -12% |
| Returns for 10 years | -14.84 | 130.16 | -11% |
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