IYSMX
Price
$16.91
Change
+$0.08 (+0.48%)
Updated
Jul 25 closing price
Net Assets
372.11M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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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$16.91
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets372.11M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
IYSMX vs VSMAX Comparison Chart in %
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VS
IYSMX vs. VSMAX commentary
Jul 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 Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. IYSMX (372M). 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 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 : 8.49 vs. IYSMX (6.71). VSMAX return over 5 years is better than : 66.87 vs. IYSMX (10.59).
IYSMXVSMAXIYSMX / VSMAX
Total Expense Ratio1.390.052,780%
Annual Report Gross Expense Ratio1.520.053,040%
Fund Existence13 years25 years-
Gain YTD1.7172.80461%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets372M153B0%
Annual Yield % from dividends0.151.4011%
Returns for 1 year6.718.4979%
Returns for 3 years5.5334.2716%
Returns for 5 years10.5966.8716%
Returns for 10 years1.45115.211%
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