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IVVIX vs VSCPX
IVVIX vs VSCPX Comparison
Open Charts IVVIX vs VSCPX
Macquarie Smid Cap Core Fund
Price$19.67
Change-$0.24 (-1.21%)
VolumeN/A
Net Assets365.67M
Vanguard Small Cap Index InstlPlus
Price$328.68
Change-$5.29 (-1.58%)
VolumeN/A
Net Assets153.28B
IVVIX vs VSCPX Comparison Chart in %
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IVVIX vs. VSCPX commentary
Aug 02, 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. IVVIX (366M). VSCPX pays higher dividends than IVVIX: VSCPX (1.39) vs IVVIX (0.33). IVVIX was incepted earlier than VSCPX: IVVIX (18 years) vs VSCPX (15 years). IVVIX (1.02) is less costly to investors than VSCPX (0.03). IVVIX is a more actively managed with annual turnover of: 16.00 vs. VSCPX (13.00). IVVIX has a lower initial minimum investment than VSCPX: IVVIX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 6.32 vs. IVVIX (2.96). VSCPX return over 5 years is better than : 61.05 vs. IVVIX (14.85).
| IVVIX | VSCPX | IVVIX / VSCPX | |
| Total Expense Ratio | 0.89 | 0.03 | 2,967% |
| Annual Report Gross Expense Ratio | 1.02 | 0.03 | 3,400% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 0.321 | 0.653 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 153B | 0% |
| Annual Yield % from dividends | 0.33 | 1.39 | 24% |
| Returns for 1 year | 2.96 | 6.32 | 47% |
| Returns for 3 years | 4.45 | 26.19 | 17% |
| Returns for 5 years | 14.85 | 61.05 | 24% |
| Returns for 10 years | 9.83 | 109.03 | 9% |
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