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IYSMX vs VSCPX
IYSMX vs VSCPX Comparison
Open Charts IYSMX vs VSCPX
Macquarie Smid Cap Core Fund
Price$16.37
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets357.71M
Vanguard Small Cap Index InstlPlus
Price$332.13
Change-$0.34 (-0.10%)
VolumeN/A
Net Assets154.18B
IYSMX vs VSCPX Comparison Chart in %
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IYSMX vs. VSCPX commentary
Aug 10, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. IYSMX (358M). VSCPX pays higher dividends than IYSMX: VSCPX (1.39) vs IYSMX (0.15). IYSMX was incepted earlier than VSCPX: IYSMX (13 years) vs VSCPX (15 years). IYSMX (1.52) is less costly to investors than VSCPX (0.03). IYSMX is a more actively managed with annual turnover of: 16.00 vs. VSCPX (13.00). IYSMX has a lower initial minimum investment than VSCPX: IYSMX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 9.49 vs. IYSMX (6.87). VSCPX return over 5 years is better than : 54.43 vs. IYSMX (2.67).
| 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 | 13 years | 15 years | - |
| Gain YTD | -1.532 | 0.099 | -1,552% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 154B | 0% |
| Annual Yield % from dividends | 0.15 | 1.39 | 10% |
| Returns for 1 year | 6.87 | 9.49 | 72% |
| Returns for 3 years | -2.71 | 24.09 | -11% |
| Returns for 5 years | 2.67 | 54.43 | 5% |
| Returns for 10 years | -2.65 | 109.46 | -2% |
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