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IVVIX vs VSCPX
IVVIX vs VSCPX Comparison
Open Charts IVVIX vs VSCPX
Delaware Ivy Smid Cap Core Fund
Price$19.85
Change+$0.14 (+0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$337.34
Change+$2.80 (+0.84%)
VolumeN/A
CapitalizationN/A
IVVIX vs VSCPX Comparison Chart
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IVVIX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. IVVIX (353M). VSCPX pays higher dividends than IVVIX: VSCPX (1.44) vs IVVIX (0.71). IVVIX was incepted earlier than VSCPX: IVVIX (18 years) vs VSCPX (14 years). 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 : 15.28 vs. VSCPX (13.98). VSCPX return over 5 years is better than : 48.65 vs. IVVIX (0.69).
| IVVIX | VSCPX | IVVIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 15.208 | 14.135 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 167B | 0% |
| Annual Yield % from dividends | 0.71 | 1.44 | 49% |
| Returns for 1 year | 15.28 | 13.98 | 109% |
| Returns for 3 years | -7.19 | 9.45 | -76% |
| Returns for 5 years | 0.69 | 48.65 | 1% |
| Returns for 10 years | 9.57 | 114.59 | 8% |
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