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IYSMX vs VSCIX
IYSMX vs VSCIX Comparison
Open Charts IYSMX vs VSCIX
Macquarie Smid Cap Core Fund
Price$16.72
Change-$0.10 (-0.59%)
VolumeN/A
Net Assets364.61M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
IYSMX vs VSCIX Comparison Chart in %
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IYSMX vs. VSCIX commentary
Aug 18, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. IYSMX (365M). VSCIX pays higher dividends than IYSMX: VSCIX (1.38) vs IYSMX (0.15). IYSMX was incepted earlier than VSCIX: IYSMX (13 years) vs VSCIX (28 years). IYSMX (1.52) is less costly to investors than VSCIX (0.04). IYSMX is a more actively managed with annual turnover of: 16.00 vs. VSCIX (13.00). IYSMX has a lower initial minimum investment than VSCIX: IYSMX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 9.18 vs. IYSMX (6.25). VSCIX return over 5 years is better than : 57.74 vs. IYSMX (5.06).
| IYSMX | VSCIX | IYSMX / VSCIX | |
| Total Expense Ratio | 1.39 | 0.04 | 3,475% |
| Annual Report Gross Expense Ratio | 1.52 | 0.04 | 3,800% |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 0.574 | 2.527 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 154B | 0% |
| Annual Yield % from dividends | 0.15 | 1.38 | 11% |
| Returns for 1 year | 6.25 | 9.18 | 68% |
| Returns for 3 years | -5.79 | 20.49 | -28% |
| Returns for 5 years | 5.06 | 57.74 | 9% |
| Returns for 10 years | -0.92 | 113.17 | -1% |
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