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IYSMX vs VSCPX
IYSMX vs VSCPX Comparison
Open Charts IYSMX vs VSCPX
Macquarie Smid Cap Core Fund
Price$16.91
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets372.11M
Vanguard Small Cap Index InstlPlus
Price$341.12
Change+$2.08 (+0.61%)
VolumeN/A
Net Assets153.28B
IYSMX vs VSCPX Comparison Chart in %
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IYSMX vs. VSCPX commentary
Jul 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 Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. IYSMX (372M). VSCPX pays higher dividends than IYSMX: VSCPX (1.42) vs IYSMX (0.15). 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 : 8.49 vs. IYSMX (6.71). VSCPX return over 5 years is better than : 66.90 vs. IYSMX (10.59).
| 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 | 1.717 | 2.808 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 153B | 0% |
| Annual Yield % from dividends | 0.15 | 1.42 | 10% |
| Returns for 1 year | 6.71 | 8.49 | 79% |
| Returns for 3 years | 5.53 | 34.28 | 16% |
| Returns for 5 years | 10.59 | 66.90 | 16% |
| Returns for 10 years | 1.45 | 115.31 | 1% |
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