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ISPVX vs VSCIX
ISPVX vs VSCIX Comparison
Open Charts ISPVX vs VSCIX
Delaware Ivy Smid Cap Core Fund Class R6
Price$19.98
Change+$0.03 (+0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.90
Change-$0.38 (-0.33%)
VolumeN/A
CapitalizationN/A
ISPVX vs VSCIX Comparison Chart
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ISPVX vs. VSCIX commentary
Dec 25, 2024
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 ISPVX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. ISPVX (352M). VSCIX pays higher dividends than ISPVX: VSCIX (1.43) vs ISPVX (0.78). ISPVX was incepted earlier than VSCIX: ISPVX (10 years) vs VSCIX (27 years). ISPVX is a more actively managed with annual turnover of: 13.00 vs. VSCIX (12.00). ISPVX has a lower initial minimum investment than VSCIX: ISPVX (0) vs VSCIX (5000000). ISPVX annual gain was more profitable for investors over the last year : 15.39 vs. VSCIX (13.97). VSCIX return over 5 years is better than : 48.62 vs. ISPVX (1.24).
| ISPVX | VSCIX | ISPVX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 15.326 | 14.123 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 167B | 0% |
| Annual Yield % from dividends | 0.78 | 1.43 | 54% |
| Returns for 1 year | 15.39 | 13.97 | 110% |
| Returns for 3 years | -6.79 | 9.43 | -72% |
| Returns for 5 years | 1.24 | 48.62 | 3% |
| Returns for 10 years | 10.64 | 114.52 | 9% |
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