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IVVIX vs VSCIX
IVVIX vs VSCIX Comparison
Open Charts IVVIX vs VSCIX
Delaware Ivy Smid Cap Core Fund
Price$19.85
Change+$0.14 (+0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.87
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
IVVIX vs VSCIX Comparison Chart
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IVVIX vs. VSCIX commentary
Dec 25, 2024
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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. IVVIX (353M). VSCIX pays higher dividends than IVVIX: VSCIX (1.43) vs IVVIX (0.71). IVVIX was incepted earlier than VSCIX: IVVIX (18 years) vs VSCIX (27 years). 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 : 15.28 vs. VSCIX (13.97). VSCIX return over 5 years is better than : 48.62 vs. IVVIX (0.69).
| IVVIX | VSCIX | IVVIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 15.208 | 14.123 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 167B | 0% |
| Annual Yield % from dividends | 0.71 | 1.43 | 50% |
| Returns for 1 year | 15.28 | 13.97 | 109% |
| Returns for 3 years | -7.19 | 9.43 | -76% |
| Returns for 5 years | 0.69 | 48.62 | 1% |
| Returns for 10 years | 9.57 | 114.52 | 8% |
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