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IYSCX vs VRTIX
IYSCX vs VRTIX Comparison
Open Charts IYSCX vs VRTIX
Macquarie Smid Cap Core Fund
Price$12.82
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets355.85M
Vanguard Russell 2000 Index I
Price$380.18
Change+$2.73 (+0.72%)
VolumeN/A
Net Assets12.87B
IYSCX vs VRTIX Comparison Chart in %
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IYSCX vs. VRTIX commentary
Oct 06, 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 IYSCX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. IYSCX (356M). VRTIX pays higher dividends than IYSCX: VRTIX (1.20) vs IYSCX (0.07). IYSCX was incepted earlier than VRTIX: IYSCX (22 years) vs VRTIX (15 years). IYSCX (2.02) is less costly to investors than VRTIX (0.07). IYSCX is a more actively managed with annual turnover of: 16.00 vs. VRTIX (12.00). IYSCX has a lower initial minimum investment than VRTIX: IYSCX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 14.02 vs. IYSCX (5.42). VRTIX return over 5 years is better than : 63.69 vs. IYSCX (-1.21).
| IYSCX | VRTIX | IYSCX / VRTIX | |
| Total Expense Ratio | 1.89 | 0.07 | 2,700% |
| Annual Report Gross Expense Ratio | 2.02 | 0.07 | 2,886% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 3.219 | 11.417 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 12.9B | 3% |
| Annual Yield % from dividends | 0.07 | 1.20 | 6% |
| Returns for 1 year | 5.42 | 14.02 | 39% |
| Returns for 3 years | -1.29 | 41.29 | -3% |
| Returns for 5 years | -1.21 | 63.69 | -2% |
| Returns for 10 years | -11.55 | 128.38 | -9% |
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