Interact to see
Advertisement
Advertisement
DFSTX vs SIVIX
DFSTX vs SIVIX Comparison
Open Charts DFSTX vs SIVIX
State Street Instl Small-Cap Equity I
Price$15.61
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets520.03M
DFSTX vs SIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSTX vs. SIVIX commentary
Feb 05, 2026
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 DFSTX is a Hold and SIVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.3B vs. SIVIX (520M). DFSTX pays higher dividends than SIVIX: DFSTX (1.02) vs SIVIX (0.45). DFSTX was incepted earlier than SIVIX: DFSTX (34 years) vs SIVIX (28 years). SIVIX (0.89) is less costly to investors than DFSTX (0.28). SIVIX is a more actively managed with annual turnover of: 45.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than SIVIX: DFSTX (0) vs SIVIX (10000000). DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. SIVIX (-11.17). DFSTX return over 5 years is better than : 38.07 vs. SIVIX (-23.85).
| DFSTX | SIVIX | DFSTX / SIVIX | |
| Total Expense Ratio | 0.27 | 0.75 | 36% |
| Annual Report Gross Expense Ratio | 0.28 | 0.89 | 31% |
| Fund Existence | 34 years | 28 years | - |
| Gain YTD | 6.752 | 5.299 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 520M | 3,519% |
| Annual Yield % from dividends | 1.02 | 0.45 | 226% |
| Returns for 1 year | 13.21 | -11.17 | -118% |
| Returns for 3 years | 33.64 | -12.97 | -259% |
| Returns for 5 years | 38.07 | -23.85 | -160% |
| Returns for 10 years | 131.31 | 15.21 | 863% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VPLS | 78.10 | 0.06 | +0.08% |
| Vanguard Core-Plus Bond ETF | |||
| CPSO | 27.18 | -0.01 | -0.06% |
| Calamos S&P 500 Str Alt Prt ETF-Oct | |||
| NXTE | 41.90 | -0.30 | -0.72% |
| AXS Green Alpha ETF | |||
| PEJ | 60.40 | -0.54 | -0.89% |
| Invesco Dynamic Leisure and Entmnt ETF | |||
| CHPY | 59.46 | -1.34 | -2.20% |
| YieldMax Semiconductor Port Opt Inc ETF | |||