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ISPVX vs VSCIX
ISPVX vs VSCIX Comparison
Open Charts ISPVX vs VSCIX
Macquarie Smid Cap Core Fund R6
Price$20.82
Change+$0.14 (+0.68%)
VolumeN/A
Net Assets371.8M
Vanguard Small Cap Index I
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
ISPVX vs VSCIX Comparison Chart in %
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ISPVX vs. VSCIX commentary
Sep 08, 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 ISPVX is a Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. ISPVX (372M). VSCIX pays higher dividends than ISPVX: VSCIX (1.32) vs ISPVX (0.39). ISPVX was incepted earlier than VSCIX: ISPVX (11 years) vs VSCIX (28 years). ISPVX (0.99) is less costly to investors than VSCIX (0.04). ISPVX is a more actively managed with annual turnover of: 16.00 vs. VSCIX (13.00). ISPVX has a lower initial minimum investment than VSCIX: ISPVX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 13.65 vs. ISPVX (11.38). VSCIX return over 5 years is better than : 66.81 vs. ISPVX (19.77).
| ISPVX | VSCIX | ISPVX / VSCIX | |
| Total Expense Ratio | 0.77 | 0.04 | 1,925% |
| Annual Report Gross Expense Ratio | 0.99 | 0.04 | 2,475% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | 4.803 | 6.537 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 161B | 0% |
| Annual Yield % from dividends | 0.39 | 1.32 | 29% |
| Returns for 1 year | 11.38 | 13.65 | 83% |
| Returns for 3 years | 13.58 | 39.36 | 35% |
| Returns for 5 years | 19.77 | 66.81 | 30% |
| Returns for 10 years | 19.67 | 132.96 | 15% |
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