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SIVIX vs VSMAX
SIVIX vs VSMAX Comparison
Open Charts SIVIX vs VSMAX
State Street Instl Small-Cap Equity I
Price$17.45
Change+$0.16 (+0.93%)
VolumeN/A
Net Assets524.42M
Vanguard Small Cap Index Admiral Shares
Price$123.62
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
SIVIX vs VSMAX Comparison Chart in %
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SIVIX vs. VSMAX commentary
Oct 09, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SIVIX (524M). VSMAX pays higher dividends than SIVIX: VSMAX (1.34) vs SIVIX (0.84). SIVIX was incepted earlier than VSMAX: SIVIX (27 years) vs VSMAX (25 years). SIVIX (0.89) is less costly to investors than VSMAX (0.05). SIVIX is a more actively managed with annual turnover of: 38.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than SIVIX: VSMAX (3000) vs SIVIX (10000000). VSMAX annual gain was more profitable for investors over the last year : 9.16 vs. SIVIX (-6.26). VSMAX return over 5 years is better than : 56.70 vs. SIVIX (4.92).
| SIVIX | VSMAX | SIVIX / VSMAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.89 | 0.05 | 1,780% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 0.699 | 6.626 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 162B | 0% |
| Annual Yield % from dividends | 0.84 | 1.34 | 62% |
| Returns for 1 year | -6.26 | 9.16 | -68% |
| Returns for 3 years | 10.28 | 47.18 | 22% |
| Returns for 5 years | 4.92 | 56.70 | 9% |
| Returns for 10 years | -1.89 | 132.09 | -1% |
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