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SIVIX vs VSCIX
SIVIX vs VSCIX Comparison
Open Charts SIVIX vs VSCIX
State Street Instl Small-Cap Equity I
Price$19.62
Change-$0.22 (-1.11%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
SIVIX vs VSCIX Comparison Chart
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SIVIX vs. VSCIX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. SIVIX (787M). VSCIX pays higher dividends than SIVIX: VSCIX (1.43) vs SIVIX (0.66). SIVIX was incepted earlier than VSCIX: SIVIX (26 years) vs VSCIX (27 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 : 30.27 vs. SIVIX (19.67). VSCIX return over 5 years is better than : 55.65 vs. SIVIX (11.40).
| SIVIX | VSCIX | SIVIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 14.136 | 15.795 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 5000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 151B | 1% |
| Annual Yield % from dividends | 0.66 | 1.43 | 46% |
| Returns for 1 year | 19.67 | 30.27 | 65% |
| Returns for 3 years | -18.81 | 4.74 | -397% |
| Returns for 5 years | 11.40 | 55.65 | 20% |
| Returns for 10 years | -1.20 | 123.35 | -1% |
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