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IYSMX vs VSCPX
IYSMX vs VSCPX Comparison
Open Charts IYSMX vs VSCPX
Macquarie Smid Cap Core Fund
Price$17.04
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets354.84M
Vanguard Small Cap Index InstlPlus
Price$352.54
Change+$3.39 (+0.97%)
VolumeN/A
Net Assets161.26B
IYSMX vs VSCPX Comparison Chart in %
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IYSMX vs. VSCPX commentary
Sep 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. IYSMX (355M). VSCPX pays higher dividends than IYSMX: VSCPX (1.33) vs IYSMX (0.14). IYSMX was incepted earlier than VSCPX: IYSMX (13 years) vs VSCPX (15 years). IYSMX (1.52) is less costly to investors than VSCPX (0.03). IYSMX is a more actively managed with annual turnover of: 16.00 vs. VSCPX (13.00). IYSMX has a lower initial minimum investment than VSCPX: IYSMX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 8.04 vs. IYSMX (4.09). VSCPX return over 5 years is better than : 71.78 vs. IYSMX (15.36).
| 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 | 13 years | 15 years | - |
| Gain YTD | 2.523 | 6.250 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 161B | 0% |
| Annual Yield % from dividends | 0.14 | 1.33 | 11% |
| Returns for 1 year | 4.09 | 8.04 | 51% |
| Returns for 3 years | 14.42 | 50.86 | 28% |
| Returns for 5 years | 15.36 | 71.78 | 21% |
| Returns for 10 years | 11.11 | 149.06 | 7% |
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