Interact to see
Advertisement
Advertisement
IVVIX vs VSMAX
IVVIX vs VSMAX Comparison
Open Charts IVVIX vs VSMAX
Macquarie Smid Cap Core Fund
Price$19.99
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets369.43M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
IVVIX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVVIX vs. VSMAX commentary
Jul 06, 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 IVVIX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. IVVIX (369M). VSMAX pays higher dividends than IVVIX: VSMAX (1.40) vs IVVIX (0.33). IVVIX was incepted earlier than VSMAX: IVVIX (18 years) vs VSMAX (25 years). IVVIX (1.02) is less costly to investors than VSMAX (0.05). IVVIX (13.00) and VSMAX (13.00) have comparable annual turnover. IVVIX has a lower initial minimum investment than VSMAX: IVVIX (0) vs VSMAX (3000). IVVIX annual gain was more profitable for investors over the last year : 13.00 vs. VSMAX (12.25). VSMAX return over 5 years is better than : 69.54 vs. IVVIX (22.07).
| IVVIX | VSMAX | IVVIX / VSMAX | |
| Total Expense Ratio | 0.89 | 0.05 | 1,780% |
| Annual Report Gross Expense Ratio | 1.02 | 0.05 | 2,040% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 1.953 | 1.447 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 148B | 0% |
| Annual Yield % from dividends | 0.33 | 1.40 | 24% |
| Returns for 1 year | 13.00 | 12.25 | 106% |
| Returns for 3 years | 14.74 | 37.95 | 39% |
| Returns for 5 years | 22.07 | 69.54 | 32% |
| Returns for 10 years | 11.31 | 109.34 | 10% |