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ISPVX vs VSCPX
ISPVX vs VSCPX Comparison
Open Charts ISPVX vs VSCPX
Macquarie Smid Cap Core Fund R6
Price$19.74
Change-$0.45 (-2.23%)
VolumeN/A
Net Assets346.72M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
ISPVX vs VSCPX Comparison Chart
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ISPVX vs. VSCPX commentary
Feb 23, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. ISPVX (347M). VSCPX pays higher dividends than ISPVX: VSCPX (1.44) vs ISPVX (0.78). ISPVX was incepted earlier than VSCPX: ISPVX (11 years) vs VSCPX (14 years). 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 : 12.08 vs. VSCPX (11.26). VSCPX return over 5 years is better than : 44.50 vs. ISPVX (0.13).
| ISPVX | VSCPX | ISPVX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -0.904 | -0.301 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 161B | 0% |
| Annual Yield % from dividends | 0.78 | 1.44 | 54% |
| Returns for 1 year | 12.08 | 11.26 | 107% |
| Returns for 3 years | -0.57 | 18.87 | -3% |
| Returns for 5 years | 0.13 | 44.50 | 0% |
| Returns for 10 years | 8.19 | 105.88 | 8% |
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