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IYSMX vs VSCPX
IYSMX vs VSCPX Comparison
Open Charts IYSMX vs VSCPX
Macquarie Smid Cap Core Fund
Price$17.53
Change+$0.17 (+0.98%)
VolumeN/A
Net Assets351.01M
Vanguard Small Cap Index InstlPlus
Price$346.43
Change+$4.36 (+1.27%)
VolumeN/A
Net Assets161.58B
IYSMX vs VSCPX Comparison Chart in %
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IYSMX vs. VSCPX commentary
Nov 25, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. IYSMX (351M). VSCPX pays higher dividends than IYSMX: VSCPX (1.36) vs IYSMX (0.11). IYSMX was incepted earlier than VSCPX: IYSMX (13 years) vs VSCPX (15 years). IYSMX (1.57) 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). IYSMX annual gain was more profitable for investors over the last year : -2.19 vs. VSCPX (-3.68). VSCPX return over 5 years is better than : 36.71 vs. IYSMX (-1.94).
| IYSMX | VSCPX | IYSMX / VSCPX | |
| Total Expense Ratio | 1.39 | 0.03 | 4,633% |
| Annual Report Gross Expense Ratio | 1.57 | 0.03 | 5,233% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 4.448 | 3.167 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 162B | 0% |
| Annual Yield % from dividends | 0.11 | 1.36 | 8% |
| Returns for 1 year | -2.19 | -3.68 | 60% |
| Returns for 3 years | 2.45 | 28.82 | 9% |
| Returns for 5 years | -1.94 | 36.71 | -5% |
| Returns for 10 years | 4.18 | 120.47 | 3% |
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