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SIVIX vs VSCPX
SIVIX vs VSCPX Comparison
Open Charts SIVIX vs VSCPX
State Street Instl Small-Cap Equity I
Price$14.97
Change-$1.10 (-6.85%)
VolumeN/A
Net Assets669.99M
Vanguard Small Cap Index InstlPlus
Price$291.80
Change-$20.91 (-6.69%)
VolumeN/A
Net Assets153.45B
SIVIX vs VSCPX Comparison Chart
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SIVIX vs. VSCPX commentary
Apr 04, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. SIVIX (670M). VSCPX pays higher dividends than SIVIX: VSCPX (1.54) vs SIVIX (0.92). SIVIX was incepted earlier than VSCPX: SIVIX (27 years) vs VSCPX (14 years). SIVIX (0.89) is less costly to investors than VSCPX (0.03). SIVIX is a more actively managed with annual turnover of: 38.00 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 : 1.20 vs. SIVIX (-8.29). VSCPX return over 5 years is better than : 116.00 vs. SIVIX (48.79).
| SIVIX | VSCPX | SIVIX / VSCPX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.89 | 0.03 | 2,967% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | -6.407 | -5.825 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 670M | 153B | 0% |
| Annual Yield % from dividends | 0.92 | 1.54 | 59% |
| Returns for 1 year | -8.29 | 1.20 | -688% |
| Returns for 3 years | -11.72 | 6.53 | -179% |
| Returns for 5 years | 48.79 | 116.00 | 42% |
| Returns for 10 years | -14.18 | 91.20 | -16% |