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IYSMX vs VSCPX
IYSMX vs VSCPX Comparison
Open Charts IYSMX vs VSCPX
Macquarie Smid Cap Core Fund
Price$16.29
Change-$0.18 (-1.09%)
VolumeN/A
Net Assets335.08M
Vanguard Small Cap Index InstlPlus
Price$323.34
Change-$3.33 (-1.02%)
VolumeN/A
Net Assets147.56B
IYSMX vs VSCPX Comparison Chart in %
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IYSMX vs. VSCPX commentary
Jun 26, 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 StrongBuy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. IYSMX (335M). VSCPX pays higher dividends than IYSMX: VSCPX (1.50) vs IYSMX (0.13). 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 (8.93) and IYSMX (8.80) have marching annual gain over last year. VSCPX return over 5 years is better than : 70.50 vs. IYSMX (12.45).
| 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 | -0.930 | -1.621 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 148B | 0% |
| Annual Yield % from dividends | 0.13 | 1.50 | 8% |
| Returns for 1 year | 8.80 | 8.93 | 99% |
| Returns for 3 years | 4.47 | 31.01 | 14% |
| Returns for 5 years | 12.45 | 70.50 | 18% |
| Returns for 10 years | -5.08 | 98.52 | -5% |
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