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IYSMX vs VSCPX
IYSMX vs VSCPX Comparison
Open Charts IYSMX vs VSCPX
Macquarie Smid Cap Core Fund
Price$14.59
Change+$0.13 (+0.90%)
VolumeN/A
Net Assets300.73M
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
IYSMX vs VSCPX Comparison Chart
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IYSMX vs. VSCPX commentary
Apr 18, 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 IYSMX is a Buy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. IYSMX (301M). VSCPX pays higher dividends than IYSMX: VSCPX (1.54) vs IYSMX (0.13). IYSMX was incepted earlier than VSCPX: IYSMX (12 years) vs VSCPX (14 years). IYSMX (1.52) is less costly to investors than VSCPX (0.03). IYSMX is a more actively managed with annual turnover of: 13.00 vs. VSCPX (12.00). IYSMX has a lower initial minimum investment than VSCPX: IYSMX (0) vs VSCPX (100000000). IYSMX annual gain was more profitable for investors over the last year : 0.61 vs. VSCPX (-2.39). VSCPX return over 5 years is better than : 66.94 vs. IYSMX (7.33).
| IYSMX | VSCPX | IYSMX / VSCPX | |
| Total Expense Ratio | 1.39 | 0.03 | 4,633% |
| Annual Report Gross Expense Ratio | 1.52 | 0.03 | 5,067% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -12.287 | -14.450 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 143B | 0% |
| Annual Yield % from dividends | 0.13 | 1.54 | 8% |
| Returns for 1 year | 0.61 | -2.39 | -25% |
| Returns for 3 years | -16.96 | 0.58 | -2,940% |
| Returns for 5 years | 7.33 | 66.94 | 11% |
| Returns for 10 years | -15.53 | 73.76 | -21% |