Interact to see
Advertisement
Advertisement
IVVIX vs VSCPX
IVVIX vs VSCPX Comparison
Open Charts IVVIX vs VSCPX
Macquarie Smid Cap Core Fund
Price$18.62
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets323.7M
Vanguard Small Cap Index InstlPlus
Price$313.49
Change-$0.20 (-0.06%)
VolumeN/A
Net Assets139.54B
IVVIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVVIX vs. VSCPX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. IVVIX (324M). VSCPX pays higher dividends than IVVIX: VSCPX (1.58) vs IVVIX (0.35). 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 (13.00) and VSCPX (13.00) have comparable annual turnover. 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 : 3.84 vs. VSCPX (1.77). VSCPX return over 5 years is better than : 67.55 vs. IVVIX (15.00).
| 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 | -4.934 | -5.530 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 324M | 140B | 0% |
| Annual Yield % from dividends | 0.35 | 1.58 | 22% |
| Returns for 1 year | 3.84 | 1.77 | 216% |
| Returns for 3 years | 2.85 | 22.37 | 13% |
| Returns for 5 years | 15.00 | 67.55 | 22% |
| Returns for 10 years | 4.02 | 91.30 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement