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SIVIX vs VSCIX
SIVIX vs VSCIX Comparison
Open Charts SIVIX vs VSCIX
State Street Instl Small-Cap Equity I
Price$15.11
Change+$1.27 (+9.18%)
VolumeN/A
Net Assets627.03M
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
SIVIX vs VSCIX Comparison Chart
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SIVIX vs. VSCIX commentary
Apr 11, 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. SIVIX (627M). VSCIX pays higher dividends than SIVIX: VSCIX (1.53) vs SIVIX (0.92). SIVIX was incepted earlier than VSCIX: SIVIX (27 years) vs VSCIX (28 years). SIVIX (0.89) is less costly to investors than VSCIX (0.04). SIVIX is a more actively managed with annual turnover of: 38.00 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 : -13.68 vs. SIVIX (-21.77). VSCIX return over 5 years is better than : 56.55 vs. SIVIX (8.31).
| SIVIX | VSCIX | SIVIX / VSCIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.89 | 0.04 | 2,225% |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | -19.394 | -19.289 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 5000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 143B | 0% |
| Annual Yield % from dividends | 0.92 | 1.53 | 60% |
| Returns for 1 year | -21.77 | -13.68 | 159% |
| Returns for 3 years | -20.72 | -5.11 | 406% |
| Returns for 5 years | 8.31 | 56.55 | 15% |
| Returns for 10 years | -26.21 | 63.61 | -41% |
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