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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Macquarie Smid Cap Core Fund
Price$17.04
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets354.84M
Vanguard Small Cap Index Admiral Shares
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
IYSMX vs VSMAX Comparison Chart in %
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VS
VS
IYSMX vs. VSMAX commentary
Sep 28, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. IYSMX (355M). VSMAX pays higher dividends than IYSMX: VSMAX (1.31) vs IYSMX (0.14). 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 is a more actively managed with annual turnover of: 16.00 vs. VSMAX (13.00). IYSMX has a lower initial minimum investment than VSMAX: IYSMX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.03 vs. IYSMX (4.09). VSMAX return over 5 years is better than : 71.73 vs. IYSMX (15.36).
| 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 | 2.523 | 6.240 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 161B | 0% |
| Annual Yield % from dividends | 0.14 | 1.31 | 11% |
| Returns for 1 year | 4.09 | 8.03 | 51% |
| Returns for 3 years | 14.42 | 50.82 | 28% |
| Returns for 5 years | 15.36 | 71.73 | 21% |
| Returns for 10 years | 11.11 | 148.94 | 7% |
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