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SIVIX vs VSCPX
SIVIX vs VSCPX Comparison
Open Charts SIVIX vs VSCPX
State Street Instl Small-Cap Equity I
Price$17.96
Change+$0.19 (+1.07%)
VolumeN/A
Net Assets795.3M
Vanguard Small Cap Index InstlPlus
Price$348.55
Change+$4.08 (+1.18%)
VolumeN/A
Net Assets155.27B
SIVIX vs VSCPX Comparison Chart
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SIVIX vs. VSCPX commentary
Jan 31, 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 StrongBuy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. SIVIX (795M). VSCPX pays higher dividends than SIVIX: VSCPX (1.44) vs SIVIX (0.66). SIVIX was incepted earlier than VSCPX: SIVIX (27 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 : 20.35 vs. SIVIX (8.98). VSCPX return over 5 years is better than : 56.01 vs. SIVIX (10.03).
| SIVIX | VSCPX | SIVIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 4.601 | 3.641 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 795M | 155B | 1% |
| Annual Yield % from dividends | 0.66 | 1.44 | 46% |
| Returns for 1 year | 8.98 | 20.35 | 44% |
| Returns for 3 years | -1.02 | 20.92 | -5% |
| Returns for 5 years | 10.03 | 56.01 | 18% |
| Returns for 10 years | 3.68 | 125.00 | 3% |
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