IYSMX
Price
$16.90
Change
+$0.10 (+0.60%)
Updated
Jul 3 closing price
Net Assets
369.43M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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IYSMX vs VSMAX

Header iconIYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAXBanner chart's image
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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VS
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.

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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).
IYSMXVSMAXIYSMX / VSMAX
Total Expense Ratio1.390.052,780%
Annual Report Gross Expense Ratio1.520.053,040%
Fund Existence13 years25 years-
Gain YTD1.6571.447114%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets369M148B0%
Annual Yield % from dividends0.151.4011%
Returns for 1 year12.4612.25102%
Returns for 3 years9.3937.9525%
Returns for 5 years13.5469.5419%
Returns for 10 years-0.62109.34-1%
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