IYSYX
Price
$18.82
Change
+$0.12 (+0.64%)
Updated
Jul 3 closing price
Net Assets
369.43M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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IYSYX vs NAESX

Header iconIYSYX vs NAESX Comparison
Open Charts IYSYX vs NAESXBanner chart's image
Macquarie Smid Cap Core Fund
Price$18.82
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets369.43M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
IYSYX vs NAESX Comparison Chart in %
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IYSYX vs. NAESX 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 IYSYX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. IYSYX (369M). NAESX pays higher dividends than IYSYX: NAESX (1.28) 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 (13.00) and NAESX (13.00) have comparable annual turnover. IYSYX has a lower initial minimum investment than NAESX: IYSYX (0) vs NAESX (3000). IYSYX (12.74) and NAESX (12.22) have marching annual gain over last year. NAESX return over 5 years is better than : 69.32 vs. IYSYX (18.76).
IYSYXNAESXIYSYX / NAESX
Total Expense Ratio1.140.17671%
Annual Report Gross Expense Ratio1.270.17747%
Fund Existence22 years65 years-
Gain YTD1.8151.432127%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets369M148B0%
Annual Yield % from dividends0.211.2817%
Returns for 1 year12.7412.22104%
Returns for 3 years12.6437.8333%
Returns for 5 years18.7669.3227%
Returns for 10 years6.58108.836%
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