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SIVIX vs VSMAX
SIVIX vs VSMAX Comparison
Open Charts SIVIX vs VSMAX
State Street Instl Small-Cap Equity I
Price$17.70
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets540.76M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
SIVIX vs VSMAX Comparison Chart in %
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SIVIX vs. VSMAX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SIVIX (541M). VSMAX pays higher dividends than SIVIX: VSMAX (1.31) vs SIVIX (0.83). 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 : 13.64 vs. SIVIX (-2.09). VSMAX return over 5 years is better than : 66.80 vs. SIVIX (12.00).
| 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 | 3.087 | 6.527 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 161B | 0% |
| Annual Yield % from dividends | 0.83 | 1.31 | 63% |
| Returns for 1 year | -2.09 | 13.64 | -15% |
| Returns for 3 years | 9.33 | 39.35 | 24% |
| Returns for 5 years | 12.00 | 66.80 | 18% |
| Returns for 10 years | 1.67 | 132.90 | 1% |
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