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ISPVX vs VSCIX
ISPVX vs VSCIX Comparison
Open Charts ISPVX vs VSCIX
Macquarie Smid Cap Core Fund R6
Price$17.72
Change+$1.42 (+8.71%)
VolumeN/A
Net Assets283.43M
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
ISPVX vs VSCIX Comparison Chart
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ISPVX vs. VSCIX commentary
Apr 11, 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: 143B vs. ISPVX (283M). VSCIX pays higher dividends than ISPVX: VSCIX (1.53) vs ISPVX (0.41). 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: 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 : -11.30 vs. VSCIX (-13.68). VSCIX return over 5 years is better than : 56.55 vs. ISPVX (7.47).
| 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 | -18.063 | -19.289 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 143B | 0% |
| Annual Yield % from dividends | 0.41 | 1.53 | 27% |
| Returns for 1 year | -11.30 | -13.68 | 83% |
| Returns for 3 years | -18.32 | -5.11 | 359% |
| Returns for 5 years | 7.47 | 56.55 | 13% |
| Returns for 10 years | -11.03 | 63.61 | -17% |
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