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IYSMX vs VSCPX
IYSMX vs VSCPX Comparison
Open Charts IYSMX vs VSCPX
Macquarie Smid Cap Core Fund
Price$17.52
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets370.93M
Vanguard Small Cap Index InstlPlus
Price$347.58
Change-$1.72 (-0.49%)
VolumeN/A
Net Assets155.27B
IYSMX vs VSCPX Comparison Chart
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IYSMX vs. VSCPX commentary
Jan 23, 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: 155B vs. IYSMX (371M). VSCPX pays higher dividends than IYSMX: VSCPX (1.44) vs IYSMX (0.55). IYSMX was incepted earlier than VSCPX: IYSMX (12 years) vs VSCPX (14 years). 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 : 21.44 vs. VSCPX (20.15). VSCPX return over 5 years is better than : 53.38 vs. IYSMX (-2.46).
| IYSMX | VSCPX | IYSMX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 5.288 | 4.576 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 155B | 0% |
| Annual Yield % from dividends | 0.55 | 1.44 | 39% |
| Returns for 1 year | 21.44 | 20.15 | 106% |
| Returns for 3 years | -0.54 | 24.55 | -2% |
| Returns for 5 years | -2.46 | 53.38 | -5% |
| Returns for 10 years | 5.39 | 125.71 | 4% |
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