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SIVIX vs VSCIX
SIVIX vs VSCIX Comparison
Open Charts SIVIX vs VSCIX
State Street Instl Small-Cap Equity I
Price$15.84
Change-$0.43 (-2.64%)
VolumeN/A
Net Assets682.12M
Vanguard Small Cap Index I
Price$106.69
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
SIVIX vs VSCIX Comparison Chart
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SIVIX vs. VSCIX commentary
Mar 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. SIVIX (682M). VSCIX pays higher dividends than SIVIX: VSCIX (1.33) vs SIVIX (0.86). 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 : 2.58 vs. SIVIX (-7.14). VSCIX return over 5 years is better than : 59.70 vs. SIVIX (13.26).
| 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 | -5.242 | -4.933 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 5000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 153B | 0% |
| Annual Yield % from dividends | 0.86 | 1.33 | 65% |
| Returns for 1 year | -7.14 | 2.58 | -277% |
| Returns for 3 years | -5.52 | 15.74 | -35% |
| Returns for 5 years | 13.26 | 59.70 | 22% |
| Returns for 10 years | -9.22 | 101.18 | -9% |
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