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IYSYX vs VRTIX
IYSYX vs VRTIX Comparison
Open Charts IYSYX vs VRTIX
Nomura Smid Cap Core Y
Price$20.76
Change+$1.72 (+9.03%)
VolumeN/A
Net Assets369.47M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
IYSYX vs VRTIX Comparison Chart in %
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IYSYX vs. VRTIX commentary
Feb 04, 2026
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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. IYSYX (369M). VRTIX pays higher dividends than IYSYX: VRTIX (1.19) vs IYSYX (0.15). IYSYX was incepted earlier than VRTIX: IYSYX (22 years) vs VRTIX (15 years). IYSYX (1.32) is less costly to investors than VRTIX (0.07). IYSYX is a more actively managed with annual turnover of: 16.00 vs. VRTIX (14.00). IYSYX has a lower initial minimum investment than VRTIX: IYSYX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 17.71 vs. IYSYX (8.37). VRTIX return over 5 years is better than : 22.38 vs. IYSYX (-7.69).
| IYSYX | VRTIX | IYSYX / VRTIX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 1.32 | 0.07 | 1,886% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 4.848 | 6.757 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 14.3B | 3% |
| Annual Yield % from dividends | 0.15 | 1.19 | 13% |
| Returns for 1 year | 8.37 | 17.71 | 47% |
| Returns for 3 years | 34.84 | 35.16 | 99% |
| Returns for 5 years | -7.69 | 22.38 | -34% |
| Returns for 10 years | 55.77 | 180.76 | 31% |
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