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SIVIX vs VSMAX
SIVIX vs VSMAX Comparison
Open Charts SIVIX vs VSMAX
State Street Instl Small-Cap Equity I
Price$16.37
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets482.99M
Vanguard Small Cap Index Admiral Shares
Price$117.69
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
SIVIX vs VSMAX Comparison Chart in %
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SIVIX vs. VSMAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SIVIX (483M). VSMAX pays higher dividends than SIVIX: VSMAX (1.34) vs SIVIX (0.85). 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 : -0.53 vs. SIVIX (-15.95). VSMAX return over 5 years is better than : 39.21 vs. SIVIX (-9.19).
| 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 | -4.659 | 2.248 | -207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 483M | 162B | 0% |
| Annual Yield % from dividends | 0.85 | 1.34 | 63% |
| Returns for 1 year | -15.95 | -0.53 | 3,017% |
| Returns for 3 years | -5.70 | 29.85 | -19% |
| Returns for 5 years | -9.19 | 39.21 | -23% |
| Returns for 10 years | -8.02 | 122.28 | -7% |
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