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ISPVX vs VSCIX
ISPVX vs VSCIX Comparison
Open Charts ISPVX vs VSCIX
Macquarie Smid Cap Core Fund R6
Price$20.27
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets369.43M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
ISPVX vs VSCIX Comparison Chart in %
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ISPVX vs. VSCIX commentary
Jul 06, 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 StrongBuy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. ISPVX (369M). VSCIX pays higher dividends than ISPVX: VSCIX (1.41) 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: 16.00 vs. VSCIX (13.00). 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 : 13.14 vs. VSCIX (12.26). VSCIX return over 5 years is better than : 69.54 vs. ISPVX (22.87).
| 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 | 2.035 | 1.448 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 148B | 0% |
| Annual Yield % from dividends | 0.41 | 1.41 | 29% |
| Returns for 1 year | 13.14 | 12.26 | 107% |
| Returns for 3 years | 15.29 | 37.94 | 40% |
| Returns for 5 years | 22.87 | 69.54 | 33% |
| Returns for 10 years | 12.49 | 109.37 | 11% |
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