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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Macquarie Smid Cap Core Fund
Price$16.90
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets369.43M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
IYSMX vs VSMAX Comparison Chart in %
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IYSMX 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 IYSMX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. IYSMX (369M). VSMAX pays higher dividends than IYSMX: VSMAX (1.40) vs IYSMX (0.15). IYSMX was incepted earlier than VSMAX: IYSMX (13 years) vs VSMAX (25 years). IYSMX (1.52) is less costly to investors than VSMAX (0.05). IYSMX (13.00) and VSMAX (13.00) have comparable annual turnover. IYSMX has a lower initial minimum investment than VSMAX: IYSMX (0) vs VSMAX (3000). IYSMX (12.46) and VSMAX (12.25) have marching annual gain over last year. VSMAX return over 5 years is better than : 69.54 vs. IYSMX (13.54).
| IYSMX | VSMAX | IYSMX / VSMAX | |
| Total Expense Ratio | 1.39 | 0.05 | 2,780% |
| Annual Report Gross Expense Ratio | 1.52 | 0.05 | 3,040% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 1.657 | 1.447 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 148B | 0% |
| Annual Yield % from dividends | 0.15 | 1.40 | 11% |
| Returns for 1 year | 12.46 | 12.25 | 102% |
| Returns for 3 years | 9.39 | 37.95 | 25% |
| Returns for 5 years | 13.54 | 69.54 | 19% |
| Returns for 10 years | -0.62 | 109.34 | -1% |