Interact to see
Advertisement
Advertisement
SIVIX vs VSMAX
SIVIX vs VSMAX Comparison
Open Charts SIVIX vs VSMAX
State Street Instl Small-Cap Equity I
Price$17.14
Change+$0.15 (+0.88%)
VolumeN/A
Net Assets527.08M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SIVIX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SIVIX vs. VSMAX commentary
Jul 28, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SIVIX (527M). VSMAX pays higher dividends than SIVIX: VSMAX (1.40) vs SIVIX (0.87). 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 : 8.49 vs. SIVIX (-5.91). VSMAX return over 5 years is better than : 66.87 vs. SIVIX (13.89).
| 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 | -0.175 | 2.804 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 153B | 0% |
| Annual Yield % from dividends | 0.87 | 1.40 | 62% |
| Returns for 1 year | -5.91 | 8.49 | -70% |
| Returns for 3 years | 4.73 | 34.27 | 14% |
| Returns for 5 years | 13.89 | 66.87 | 21% |
| Returns for 10 years | -5.39 | 115.21 | -5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement