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SIVIX vs VSCIX
SIVIX vs VSCIX Comparison
Open Charts SIVIX vs VSCIX
State Street Instl Small-Cap Equity I
Price$17.09
Change-$0.36 (-2.06%)
VolumeN/A
Net Assets722.72M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
SIVIX vs VSCIX Comparison Chart
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SIVIX vs. VSCIX commentary
Feb 23, 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: 161B vs. SIVIX (723M). VSCIX pays higher dividends than SIVIX: VSCIX (1.43) vs SIVIX (0.66). SIVIX was incepted earlier than VSCIX: SIVIX (27 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 : 11.25 vs. SIVIX (0.67). VSCIX return over 5 years is better than : 44.48 vs. SIVIX (2.43).
| SIVIX | VSCIX | SIVIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | -0.466 | -0.304 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 5000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 161B | 0% |
| Annual Yield % from dividends | 0.66 | 1.43 | 46% |
| Returns for 1 year | 0.67 | 11.25 | 6% |
| Returns for 3 years | -2.87 | 18.86 | -15% |
| Returns for 5 years | 2.43 | 44.48 | 5% |
| Returns for 10 years | -6.86 | 105.81 | -6% |
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