Ad is loading...
ISPVX vs VSCPX
ISPVX vs VSCPX Comparison
Open Charts ISPVX vs VSCPX
Macquarie Smid Cap Core Fund R6
Price$17.72
Change+$1.42 (+8.71%)
VolumeN/A
Net Assets283.43M
Vanguard Small Cap Index InstlPlus
Price$280.59
Change-$12.51 (-4.27%)
VolumeN/A
Net Assets143.36B
ISPVX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ISPVX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. ISPVX (283M). VSCPX pays higher dividends than ISPVX: VSCPX (1.54) vs ISPVX (0.41). ISPVX was incepted earlier than VSCPX: ISPVX (11 years) vs VSCPX (14 years). ISPVX (0.99) is less costly to investors than VSCPX (0.03). ISPVX is a more actively managed with annual turnover of: 13.00 vs. VSCPX (12.00). ISPVX has a lower initial minimum investment than VSCPX: ISPVX (0) vs VSCPX (100000000). ISPVX annual gain was more profitable for investors over the last year : -11.30 vs. VSCPX (-13.67). VSCPX return over 5 years is better than : 56.57 vs. ISPVX (7.47).
| ISPVX | VSCPX | ISPVX / VSCPX | |
| Total Expense Ratio | 0.77 | 0.03 | 2,567% |
| Annual Report Gross Expense Ratio | 0.99 | 0.03 | 3,300% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -18.063 | -19.287 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 143B | 0% |
| Annual Yield % from dividends | 0.41 | 1.54 | 26% |
| Returns for 1 year | -11.30 | -13.67 | 83% |
| Returns for 3 years | -18.32 | -5.10 | 359% |
| Returns for 5 years | 7.47 | 56.57 | 13% |
| Returns for 10 years | -11.03 | 63.65 | -17% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers