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IYSMX vs VSMAX
IYSMX vs VSMAX Comparison
Open Charts IYSMX vs VSMAX
Macquarie Smid Cap Core Fund
Price$17.23
Change-$0.29 (-1.66%)
VolumeN/A
Net Assets348.16M
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
IYSMX vs VSMAX Comparison Chart in %
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VS
IYSMX vs. VSMAX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. IYSMX (348M). VSMAX pays higher dividends than IYSMX: VSMAX (1.34) vs IYSMX (0.11). IYSMX was incepted earlier than VSMAX: IYSMX (13 years) vs VSMAX (25 years). IYSMX (1.57) 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 : 1.45 vs. IYSMX (0.06). VSMAX return over 5 years is better than : 48.41 vs. IYSMX (4.70).
| IYSMX | VSMAX | IYSMX / VSMAX | |
| Total Expense Ratio | 1.39 | 0.05 | 2,780% |
| Annual Report Gross Expense Ratio | 1.57 | 0.05 | 3,140% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 5.411 | 6.757 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 162B | 0% |
| Annual Yield % from dividends | 0.11 | 1.34 | 8% |
| Returns for 1 year | 0.06 | 1.45 | 4% |
| Returns for 3 years | 3.64 | 33.26 | 11% |
| Returns for 5 years | 4.70 | 48.41 | 10% |
| Returns for 10 years | 10.04 | 138.28 | 7% |
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