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IYSIX vs VEXPX
IYSIX vs VEXPX Comparison
Open Charts IYSIX vs VEXPX
Macquarie Small Cap Growth Instl
Price$21.82
Change-$0.31 (-1.40%)
VolumeN/A
Net Assets1.09B
IYSIX vs VEXPX Comparison Chart
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IYSIX vs. VEXPX commentary
Jun 16, 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 IYSIX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. IYSIX (1.09B). VEXPX pays higher dividends than IYSIX: VEXPX (0.42) vs IYSIX (0.00). IYSIX was incepted earlier than VEXPX: IYSIX (18 years) vs VEXPX (58 years). IYSIX (1.00) is less costly to investors than VEXPX (0.44). IYSIX is a more actively managed with annual turnover of: 55.00 vs. VEXPX (35.00). IYSIX has a lower initial minimum investment than VEXPX: IYSIX (0) vs VEXPX (3000). IYSIX annual gain was more profitable for investors over the last year : 4.55 vs. VEXPX (-4.59). VEXPX return over 5 years is better than : 12.47 vs. IYSIX (-2.58).
| IYSIX | VEXPX | IYSIX / VEXPX | |
| Total Expense Ratio | 0.88 | 0.44 | 200% |
| Annual Report Gross Expense Ratio | 1.00 | 0.44 | 227% |
| Fund Existence | 18 years | 58 years | - |
| Gain YTD | -0.046 | -4.593 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 19.4B | 6% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 4.55 | -4.59 | -99% |
| Returns for 3 years | 20.49 | 16.76 | 122% |
| Returns for 5 years | -2.58 | 12.47 | -21% |
| Returns for 10 years | -4.89 | 8.96 | -55% |
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