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IYSCX vs VRTIX
IYSCX vs VRTIX Comparison
Open Charts IYSCX vs VRTIX
Nomura Smid Cap Core C
Price$13.75
Change+$1.02 (+8.01%)
VolumeN/A
Net Assets369.47M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
IYSCX vs VRTIX Comparison Chart in %
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IYSCX vs. VRTIX commentary
Feb 04, 2026
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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. IYSCX (369M). VRTIX pays higher dividends than IYSCX: VRTIX (1.19) 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 (14.00). 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 : 17.71 vs. IYSCX (6.84). VRTIX return over 5 years is better than : 22.38 vs. IYSCX (-22.82).
| 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 | 4.722 | 6.757 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 14.3B | 3% |
| Annual Yield % from dividends | 0.07 | 1.19 | 6% |
| Returns for 1 year | 6.84 | 17.71 | 39% |
| Returns for 3 years | 30.97 | 35.16 | 88% |
| Returns for 5 years | -22.82 | 22.38 | -102% |
| Returns for 10 years | 22.20 | 180.76 | 12% |
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