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SIVIX vs VSCPX
SIVIX vs VSCPX Comparison
Open Charts SIVIX vs VSCPX
State Street Instl Small-Cap Equity I
Price$15.27
Change+$0.31 (+2.07%)
VolumeN/A
Net Assets612.5M
Vanguard Small Cap Index InstlPlus
Price$297.71
Change+$6.29 (+2.16%)
VolumeN/A
Net Assets143.36B
SIVIX vs VSCPX Comparison Chart
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SIVIX vs. VSCPX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. SIVIX (613M). 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 : -2.34 vs. SIVIX (-12.69). VSCPX return over 5 years is better than : 71.81 vs. SIVIX (20.49).
| 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 | -12.871 | -12.236 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 613M | 143B | 0% |
| Annual Yield % from dividends | 0.92 | 1.54 | 59% |
| Returns for 1 year | -12.69 | -2.34 | 542% |
| Returns for 3 years | -13.72 | 4.75 | -289% |
| Returns for 5 years | 20.49 | 71.81 | 29% |
| Returns for 10 years | -19.53 | 79.15 | -25% |