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IVVIX vs VSCIX
IVVIX vs VSCIX Comparison
Open Charts IVVIX vs VSCIX
Macquarie Smid Cap Core Fund
Price$18.74
Change+$0.31 (+1.68%)
VolumeN/A
Net Assets324.32M
Vanguard Small Cap Index I
Price$108.34
Change+$1.71 (+1.60%)
VolumeN/A
Net Assets153.45B
IVVIX vs VSCIX Comparison Chart
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IVVIX vs. VSCIX commentary
Apr 04, 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 IVVIX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. IVVIX (324M). VSCIX pays higher dividends than IVVIX: VSCIX (1.53) vs IVVIX (0.34). IVVIX was incepted earlier than VSCIX: IVVIX (18 years) vs VSCIX (28 years). IVVIX (1.02) is less costly to investors than VSCIX (0.04). IVVIX is a more actively managed with annual turnover of: 13.00 vs. VSCIX (12.00). IVVIX has a lower initial minimum investment than VSCIX: IVVIX (0) vs VSCIX (5000000). IVVIX annual gain was more profitable for investors over the last year : 2.79 vs. VSCIX (0.02). VSCIX return over 5 years is better than : 112.54 vs. IVVIX (42.34).
| IVVIX | VSCIX | IVVIX / VSCIX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 1.02 | 0.04 | 2,550% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -6.106 | -7.311 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 153B | 0% |
| Annual Yield % from dividends | 0.34 | 1.53 | 22% |
| Returns for 1 year | 2.79 | 0.02 | 14,596% |
| Returns for 3 years | -9.94 | 5.01 | -198% |
| Returns for 5 years | 42.34 | 112.54 | 38% |
| Returns for 10 years | 1.07 | 89.33 | 1% |
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