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IYSYX vs VSMAX
IYSYX vs VSMAX Comparison
Open Charts IYSYX vs VSMAX
Macquarie Smid Cap Core Fund
Price$18.82
Change+$0.12 (+0.64%)
VolumeN/A
Net Assets369.43M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
IYSYX vs VSMAX Comparison Chart in %
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IYSYX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. IYSYX (369M). VSMAX pays higher dividends than IYSYX: VSMAX (1.40) vs IYSYX (0.21). IYSYX was incepted earlier than VSMAX: IYSYX (22 years) vs VSMAX (25 years). IYSYX (1.27) is less costly to investors than VSMAX (0.05). IYSYX (13.00) and VSMAX (13.00) have comparable annual turnover. IYSYX has a lower initial minimum investment than VSMAX: IYSYX (0) vs VSMAX (3000). IYSYX (12.74) and VSMAX (12.25) have marching annual gain over last year. VSMAX return over 5 years is better than : 69.54 vs. IYSYX (18.76).
| IYSYX | VSMAX | IYSYX / VSMAX | |
| Total Expense Ratio | 1.14 | 0.05 | 2,280% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 1.815 | 1.447 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 148B | 0% |
| Annual Yield % from dividends | 0.21 | 1.40 | 15% |
| Returns for 1 year | 12.74 | 12.25 | 104% |
| Returns for 3 years | 12.64 | 37.95 | 33% |
| Returns for 5 years | 18.76 | 69.54 | 27% |
| Returns for 10 years | 6.58 | 109.34 | 6% |