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SIVIX vs VSMAX
SIVIX vs VSMAX Comparison
Open Charts SIVIX vs VSMAX
State Street Instl Small-Cap Equity I
Price$18.96
Change-$0.18 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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SIVIX vs VSMAX Comparison Chart
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SIVIX vs. VSMAX commentary
Sep 21, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. SIVIX (775M). VSMAX pays higher dividends than SIVIX: VSMAX (1.42) vs SIVIX (0.66). SIVIX was incepted earlier than VSMAX: SIVIX (26 years) vs VSMAX (24 years). SIVIX is a more actively managed with annual turnover of: 29.00 vs. VSMAX (12.00). 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 : 25.54 vs. SIVIX (14.74). VSMAX return over 5 years is better than : 53.45 vs. SIVIX (11.97).
| SIVIX | VSMAX | SIVIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 10.297 | 10.898 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 149B | 1% |
| Annual Yield % from dividends | 0.66 | 1.42 | 46% |
| Returns for 1 year | 14.74 | 25.54 | 58% |
| Returns for 3 years | -13.10 | 8.91 | -147% |
| Returns for 5 years | 11.97 | 53.45 | 22% |
| Returns for 10 years | -0.72 | 121.55 | -1% |
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