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ISPVX vs VSCIX
ISPVX vs VSCIX Comparison
Open Charts ISPVX vs VSCIX
Macquarie Smid Cap Core Fund R6
Price$20.12
Change+$0.53 (+2.71%)
VolumeN/A
Net Assets356.4M
Vanguard Small Cap Index I
Price$119.76
Change+$2.28 (+1.94%)
VolumeN/A
Net Assets154.18B
ISPVX vs VSCIX Comparison Chart in %
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ISPVX vs. VSCIX commentary
Aug 14, 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: 154B vs. ISPVX (356M). VSCIX pays higher dividends than ISPVX: VSCIX (1.38) vs ISPVX (0.40). 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 : 10.88 vs. ISPVX (7.49). VSCIX return over 5 years is better than : 57.24 vs. ISPVX (10.50).
| 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 | -1.388 | 2.197 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 154B | 0% |
| Annual Yield % from dividends | 0.40 | 1.38 | 29% |
| Returns for 1 year | 7.49 | 10.88 | 69% |
| Returns for 3 years | -2.42 | 20.72 | -12% |
| Returns for 5 years | 10.50 | 57.24 | 18% |
| Returns for 10 years | 9.68 | 113.12 | 9% |
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