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SIVIX vs VSCPX
SIVIX vs VSCPX Comparison
Open Charts SIVIX vs VSCPX
State Street Instl Small-Cap Equity I
Price$19.62
Change-$0.22 (-1.11%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
SIVIX vs VSCPX Comparison Chart
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SIVIX vs. VSCPX commentary
Nov 18, 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: 151B vs. SIVIX (787M). 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 : 30.29 vs. SIVIX (19.67). VSCPX return over 5 years is better than : 55.66 vs. SIVIX (11.40).
| 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 | 14.136 | 15.805 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 787M | 151B | 1% |
| Annual Yield % from dividends | 0.66 | 1.44 | 46% |
| Returns for 1 year | 19.67 | 30.29 | 65% |
| Returns for 3 years | -18.81 | 4.74 | -396% |
| Returns for 5 years | 11.40 | 55.66 | 20% |
| Returns for 10 years | -1.20 | 123.43 | -1% |
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