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SIVIX vs VSCIX
SIVIX vs VSCIX Comparison
Open Charts SIVIX vs VSCIX
State Street Instl Small-Cap Equity I
Price$17.75
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets794.42M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SIVIX vs VSCIX Comparison Chart
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SIVIX vs. VSCIX commentary
Jan 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 SIVIX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. SIVIX (794M). VSCIX pays higher dividends than SIVIX: VSCIX (1.43) vs SIVIX (0.66). SIVIX was incepted earlier than VSCIX: SIVIX (26 years) vs VSCIX (28 years). SIVIX is a more actively managed with annual turnover of: 29.00 vs. VSCIX (12.00). VSCIX has a lower initial minimum investment than SIVIX: VSCIX (5000000) vs SIVIX (10000000). VSCIX annual gain was more profitable for investors over the last year : 21.27 vs. SIVIX (8.22). VSCIX return over 5 years is better than : 49.01 vs. SIVIX (3.00).
| SIVIX | VSCIX | SIVIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 3.378 | 3.378 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 5000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 794M | 155B | 1% |
| Annual Yield % from dividends | 0.66 | 1.43 | 46% |
| Returns for 1 year | 8.22 | 21.27 | 39% |
| Returns for 3 years | -4.70 | 17.25 | -27% |
| Returns for 5 years | 3.00 | 49.01 | 6% |
| Returns for 10 years | 3.27 | 127.16 | 3% |
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