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IVVIX vs VSCPX
IVVIX vs VSCPX Comparison
Open Charts IVVIX vs VSCPX
Macquarie Smid Cap Core Fund
Price$17.48
Change-$1.26 (-6.72%)
VolumeN/A
Net Assets329.78M
Vanguard Small Cap Index InstlPlus
Price$291.80
Change-$20.91 (-6.69%)
VolumeN/A
Net Assets153.45B
IVVIX vs VSCPX Comparison Chart
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IVVIX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. IVVIX (330M). VSCPX pays higher dividends than IVVIX: VSCPX (1.54) vs IVVIX (0.34). IVVIX was incepted earlier than VSCPX: IVVIX (18 years) vs VSCPX (14 years). IVVIX (1.02) is less costly to investors than VSCPX (0.03). IVVIX is a more actively managed with annual turnover of: 13.00 vs. VSCPX (12.00). IVVIX has a lower initial minimum investment than VSCPX: IVVIX (0) vs VSCPX (100000000). IVVIX annual gain was more profitable for investors over the last year : 3.88 vs. VSCPX (1.20). VSCPX return over 5 years is better than : 116.00 vs. IVVIX (44.74).
| 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 | 14 years | - |
| Gain YTD | -4.527 | -5.825 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 153B | 0% |
| Annual Yield % from dividends | 0.34 | 1.54 | 22% |
| Returns for 1 year | 3.88 | 1.20 | 322% |
| Returns for 3 years | -8.29 | 6.53 | -127% |
| Returns for 5 years | 44.74 | 116.00 | 39% |
| Returns for 10 years | 2.55 | 91.20 | 3% |
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