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ISPVX vs VSMAX
ISPVX vs VSMAX Comparison
Open Charts ISPVX vs VSMAX
Macquarie Smid Cap Core Fund R6
Price$20.16
Change-$0.24 (-1.18%)
VolumeN/A
Net Assets366.61M
Vanguard Small Cap Index Admiral Shares
Price$116.13
Change-$1.19 (-1.01%)
VolumeN/A
Net Assets153.28B
ISPVX vs VSMAX Comparison Chart in %
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VS
ISPVX vs. VSMAX commentary
Jul 13, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. ISPVX (367M). VSMAX pays higher dividends than ISPVX: VSMAX (1.40) vs ISPVX (0.41). ISPVX was incepted earlier than VSMAX: ISPVX (11 years) vs VSMAX (25 years). ISPVX (0.99) 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). ISPVX annual gain was more profitable for investors over the last year : 10.02 vs. VSMAX (8.77). VSMAX return over 5 years is better than : 69.05 vs. ISPVX (24.11).
| ISPVX | VSMAX | ISPVX / VSMAX | |
| Total Expense Ratio | 0.77 | 0.05 | 1,540% |
| Annual Report Gross Expense Ratio | 0.99 | 0.05 | 1,980% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 2.689 | 1.012 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 367M | 153B | 0% |
| Annual Yield % from dividends | 0.41 | 1.40 | 29% |
| Returns for 1 year | 10.02 | 8.77 | 114% |
| Returns for 3 years | 16.43 | 37.66 | 44% |
| Returns for 5 years | 24.11 | 69.05 | 35% |
| Returns for 10 years | 11.63 | 104.94 | 11% |
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