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IYSYX vs NAESX
IYSYX vs NAESX Comparison
Open Charts IYSYX vs NAESX
Macquarie Smid Cap Core Fund
Price$19.20
Change-$0.32 (-1.64%)
VolumeN/A
Net Assets348.16M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
IYSYX vs NAESX Comparison Chart in %
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IYSYX vs. NAESX 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 IYSYX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. IYSYX (348M). NAESX pays higher dividends than IYSYX: NAESX (1.22) vs IYSYX (0.17). IYSYX was incepted earlier than NAESX: IYSYX (22 years) vs NAESX (65 years). IYSYX (1.32) is less costly to investors than NAESX (0.17). IYSYX is a more actively managed with annual turnover of: 16.00 vs. NAESX (13.00). IYSYX has a lower initial minimum investment than NAESX: IYSYX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.42 vs. IYSYX (0.28). NAESX return over 5 years is better than : 48.22 vs. IYSYX (9.36).
| IYSYX | NAESX | IYSYX / NAESX | |
| Total Expense Ratio | 1.14 | 0.17 | 671% |
| Annual Report Gross Expense Ratio | 1.32 | 0.17 | 776% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | 5.642 | 6.726 | 84% |
| 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 | 0.17 | 1.22 | 14% |
| Returns for 1 year | 0.28 | 1.42 | 20% |
| Returns for 3 years | 6.81 | 33.14 | 21% |
| Returns for 5 years | 9.36 | 48.22 | 19% |
| Returns for 10 years | 17.92 | 137.58 | 13% |
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