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ISPVX vs VSCIX
ISPVX vs VSCIX Comparison
Open Charts ISPVX vs VSCIX
Macquarie Smid Cap Core Fund R6
Price$20.59
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets367.08M
Vanguard Small Cap Index I
Price$122.33
Change-$0.06 (-0.05%)
VolumeN/A
Net Assets161.26B
ISPVX vs VSCIX Comparison Chart in %
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ISPVX vs. VSCIX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. ISPVX (367M). 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 : 9.76 vs. ISPVX (6.85). VSCIX return over 5 years is better than : 67.49 vs. ISPVX (21.56).
| 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 | 3.595 | 6.468 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 161B | 0% |
| Annual Yield % from dividends | 0.39 | 1.32 | 29% |
| Returns for 1 year | 6.85 | 9.76 | 70% |
| Returns for 3 years | 12.09 | 38.95 | 31% |
| Returns for 5 years | 21.56 | 67.49 | 32% |
| Returns for 10 years | 20.19 | 133.02 | 15% |
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