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SIVIX vs VSCPX
SIVIX vs VSCPX Comparison
Open Charts SIVIX vs VSCPX
State Street Instl Small-Cap Equity I
Price$18.96
Change-$0.18 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$326.54
Change-$2.23 (-0.68%)
VolumeN/A
CapitalizationN/A
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SIVIX vs VSCPX Comparison Chart
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SIVIX vs. VSCPX commentary
Sep 21, 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 149B vs. SIVIX (775M). VSCPX pays higher dividends than SIVIX: VSCPX (1.44) vs SIVIX (0.66). SIVIX was incepted earlier than VSCPX: SIVIX (26 years) vs VSCPX (14 years). SIVIX is a more actively managed with annual turnover of: 29.00 vs. VSCPX (12.00). SIVIX has a lower initial minimum investment than VSCPX: SIVIX (10000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 25.55 vs. SIVIX (14.74). VSCPX return over 5 years is better than : 53.49 vs. SIVIX (11.97).
| SIVIX | VSCPX | SIVIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 10.297 | 10.906 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 149B | 1% |
| Annual Yield % from dividends | 0.66 | 1.44 | 46% |
| Returns for 1 year | 14.74 | 25.55 | 58% |
| Returns for 3 years | -13.10 | 8.92 | -147% |
| Returns for 5 years | 11.97 | 53.49 | 22% |
| Returns for 10 years | -0.72 | 121.69 | -1% |
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