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IYSCX vs VSMAX
IYSCX vs VSMAX Comparison
Open Charts IYSCX vs VSMAX
Macquarie Smid Cap Core Fund
Price$10.50
Change-$0.54 (-4.89%)
VolumeN/A
Net Assets292.23M
Vanguard Small Cap Index Admiral Shares
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
IYSCX vs VSMAX Comparison Chart
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IYSCX vs. VSMAX commentary
Apr 07, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. IYSCX (292M). VSMAX pays higher dividends than IYSCX: VSMAX (1.52) vs IYSCX (0.11). IYSCX was incepted earlier than VSMAX: IYSCX (21 years) vs VSMAX (24 years). IYSCX (2.02) is less costly to investors than VSMAX (0.05). IYSCX is a more actively managed with annual turnover of: 13.00 vs. VSMAX (12.00). IYSCX has a lower initial minimum investment than VSMAX: IYSCX (1000) vs VSMAX (3000). IYSCX annual gain was more profitable for investors over the last year : -7.95 vs. VSMAX (-9.20). VSMAX return over 5 years is better than : 91.73 vs. IYSCX (5.02).
| IYSCX | VSMAX | IYSCX / VSMAX | |
| Total Expense Ratio | 1.89 | 0.05 | 3,780% |
| Annual Report Gross Expense Ratio | 2.02 | 0.05 | 4,040% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | -15.504 | -16.385 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 153B | 0% |
| Annual Yield % from dividends | 0.11 | 1.52 | 7% |
| Returns for 1 year | -7.95 | -9.20 | 86% |
| Returns for 3 years | -27.64 | -3.49 | 793% |
| Returns for 5 years | 5.02 | 91.73 | 5% |
| Returns for 10 years | -32.49 | 70.74 | -46% |
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