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SIVIX vs VSCPX
SIVIX vs VSCPX Comparison
Open Charts SIVIX vs VSCPX
State Street Instl Small-Cap Equity I
Price$16.25
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets479.49M
Vanguard Small Cap Index InstlPlus
Price$320.20
Change+$0.22 (+0.07%)
VolumeN/A
Net Assets147.56B
SIVIX vs VSCPX Comparison Chart in %
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SIVIX vs. VSCPX commentary
Jun 21, 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: 148B vs. SIVIX (479M). VSCPX pays higher dividends than SIVIX: VSCPX (1.50) vs SIVIX (0.89). SIVIX was incepted earlier than VSCPX: SIVIX (27 years) vs VSCPX (15 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 (13.00). 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 : 6.74 vs. SIVIX (-4.94). VSCPX return over 5 years is better than : 61.17 vs. SIVIX (13.26).
| 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 | 15 years | - |
| Gain YTD | -5.183 | -3.635 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 148B | 0% |
| Annual Yield % from dividends | 0.89 | 1.50 | 60% |
| Returns for 1 year | -4.94 | 6.74 | -73% |
| Returns for 3 years | 6.30 | 33.71 | 19% |
| Returns for 5 years | 13.26 | 61.17 | 22% |
| Returns for 10 years | -15.46 | 91.98 | -17% |