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ISPVX vs VSMAX
ISPVX vs VSMAX Comparison
Open Charts ISPVX vs VSMAX
Macquarie Smid Cap Core Fund R6
Price$20.66
Change+$0.30 (+1.47%)
VolumeN/A
Net Assets353.58M
Vanguard Small Cap Index Admiral Shares
Price$122.99
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
ISPVX vs VSMAX Comparison Chart in %
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ISPVX vs. VSMAX commentary
Oct 22, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. ISPVX (354M). VSMAX pays higher dividends than ISPVX: VSMAX (1.34) vs ISPVX (0.37). ISPVX was incepted earlier than VSMAX: ISPVX (11 years) vs VSMAX (25 years). ISPVX (0.95) is less costly to investors than VSMAX (0.05). ISPVX is a more actively managed with annual turnover of: 16.00 vs. VSMAX (13.00). ISPVX has a lower initial minimum investment than VSMAX: ISPVX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 7.56 vs. ISPVX (1.38). VSMAX return over 5 years is better than : 57.64 vs. ISPVX (16.52).
| ISPVX | VSMAX | ISPVX / VSMAX | |
| Total Expense Ratio | 0.77 | 0.05 | 1,540% |
| Annual Report Gross Expense Ratio | 0.95 | 0.05 | 1,900% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 2.603 | 7.053 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 162B | 0% |
| Annual Yield % from dividends | 0.37 | 1.34 | 27% |
| Returns for 1 year | 1.38 | 7.56 | 18% |
| Returns for 3 years | 15.35 | 45.79 | 34% |
| Returns for 5 years | 16.52 | 57.64 | 29% |
| Returns for 10 years | 16.10 | 133.83 | 12% |
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