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IYSCX vs VRTIX
IYSCX vs VRTIX Comparison
Open Charts IYSCX vs VRTIX
Macquarie Smid Cap Core Fund
Price$12.63
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets348.62M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
IYSCX vs VRTIX Comparison Chart in %
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IYSCX vs. VRTIX commentary
Oct 19, 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 IYSCX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. IYSCX (349M). VRTIX pays higher dividends than IYSCX: VRTIX (1.20) vs IYSCX (0.07). IYSCX was incepted earlier than VRTIX: IYSCX (22 years) vs VRTIX (15 years). IYSCX (2.07) is less costly to investors than VRTIX (0.07). IYSCX is a more actively managed with annual turnover of: 16.00 vs. VRTIX (12.00). IYSCX has a lower initial minimum investment than VRTIX: IYSCX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. IYSCX (0.32). VRTIX return over 5 years is better than : 52.70 vs. IYSCX (-6.74).
| IYSCX | VRTIX | IYSCX / VRTIX | |
| Total Expense Ratio | 1.89 | 0.07 | 2,700% |
| Annual Report Gross Expense Ratio | 2.07 | 0.07 | 2,957% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 1.689 | 10.362 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 13.6B | 3% |
| Annual Yield % from dividends | 0.07 | 1.20 | 6% |
| Returns for 1 year | 0.32 | 7.92 | 4% |
| Returns for 3 years | -1.39 | 41.48 | -3% |
| Returns for 5 years | -6.74 | 52.70 | -13% |
| Returns for 10 years | -14.84 | 120.39 | -12% |
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