Interact to see
Advertisement
Advertisement
IVVIX vs VSCIX
IVVIX vs VSCIX Comparison
Open Charts IVVIX vs VSCIX
Macquarie Smid Cap Core Fund
Price$19.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets340.33M
Vanguard Small Cap Index I
Price$111.83
Change-$0.14 (-0.13%)
VolumeN/A
Net Assets147.56B
IVVIX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVVIX vs. VSCIX commentary
Jun 14, 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 StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. IVVIX (340M). VSCIX pays higher dividends than IVVIX: VSCIX (1.49) vs IVVIX (0.33). 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 (13.00) and VSCIX (13.00) have comparable annual turnover. 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 : 7.97 vs. VSCIX (6.21). VSCIX return over 5 years is better than : 66.28 vs. IVVIX (20.46).
| 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 | -1.266 | -2.669 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 340M | 148B | 0% |
| Annual Yield % from dividends | 0.33 | 1.49 | 22% |
| Returns for 1 year | 7.97 | 6.21 | 128% |
| Returns for 3 years | 11.43 | 33.18 | 34% |
| Returns for 5 years | 20.46 | 66.28 | 31% |
| Returns for 10 years | 7.33 | 98.07 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement