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IYSMX vs VSCPX
IYSMX vs VSCPX Comparison
Open Charts IYSMX vs VSCPX
Macquarie Smid Cap Core Fund
Price$15.92
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets330.65M
Vanguard Small Cap Index InstlPlus
Price$315.21
Change-$0.40 (-0.13%)
VolumeN/A
Net Assets139.54B
IYSMX vs VSCPX Comparison Chart
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IYSMX vs. VSCPX commentary
Jun 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. IYSMX (331M). VSCPX pays higher dividends than IYSMX: VSCPX (1.50) 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 (13.00) and VSCPX (13.00) have comparable annual turnover. 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 : 3.52 vs. VSCPX (3.09). VSCPX return over 5 years is better than : 55.45 vs. IYSMX (2.34).
| 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 | -4.531 | -4.951 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 140B | 0% |
| Annual Yield % from dividends | 0.13 | 1.50 | 8% |
| Returns for 1 year | 3.52 | 3.09 | 114% |
| Returns for 3 years | -6.23 | 17.65 | -35% |
| Returns for 5 years | 2.34 | 55.45 | 4% |
| Returns for 10 years | -6.83 | 93.07 | -7% |
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