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IYSYX vs NAESX
IYSYX vs NAESX Comparison
Open Charts IYSYX vs NAESX
Macquarie Smid Cap Core Fund
Price$18.98
Change+$0.17 (+0.90%)
VolumeN/A
Net Assets354.84M
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
IYSYX vs NAESX Comparison Chart in %
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IYSYX vs. NAESX commentary
Sep 29, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. IYSYX (355M). NAESX pays higher dividends than IYSYX: NAESX (1.20) vs IYSYX (0.21). IYSYX was incepted earlier than NAESX: IYSYX (22 years) vs NAESX (65 years). IYSYX (1.27) 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 : 8.00 vs. IYSYX (4.35). NAESX return over 5 years is better than : 71.48 vs. IYSYX (20.49).
| IYSYX | NAESX | IYSYX / NAESX | |
| Total Expense Ratio | 1.14 | 0.17 | 671% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | 2.720 | 6.199 | 44% |
| 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 | 0.21 | 1.20 | 17% |
| Returns for 1 year | 4.35 | 8.00 | 54% |
| Returns for 3 years | 17.97 | 50.66 | 35% |
| Returns for 5 years | 20.49 | 71.48 | 29% |
| Returns for 10 years | 19.15 | 148.14 | 13% |
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