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SIVIX vs VSMAX
SIVIX vs VSMAX Comparison
Open Charts SIVIX vs VSMAX
State Street Instl Small-Cap Equity I
Price$16.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets511.62M
Vanguard Small Cap Index Admiral Shares
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
SIVIX vs VSMAX Comparison Chart in %
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SIVIX vs. VSMAX commentary
Aug 08, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SIVIX (512M). VSMAX pays higher dividends than SIVIX: VSMAX (1.37) vs SIVIX (0.86). 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 : 12.37 vs. SIVIX (-3.33). VSMAX return over 5 years is better than : 54.82 vs. SIVIX (4.06).
| 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 | -2.970 | 0.360 | -825% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 154B | 0% |
| Annual Yield % from dividends | 0.86 | 1.37 | 63% |
| Returns for 1 year | -3.33 | 12.37 | -27% |
| Returns for 3 years | -3.64 | 22.81 | -16% |
| Returns for 5 years | 4.06 | 54.82 | 7% |
| Returns for 10 years | -9.77 | 108.10 | -9% |
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