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SIVIX vs VSMAX
SIVIX vs VSMAX Comparison
Open Charts SIVIX vs VSMAX
State Street Instl Small-Cap Equity I
Price$17.10
Change-$0.11 (-0.64%)
VolumeN/A
Net Assets524.06M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SIVIX vs VSMAX Comparison Chart in %
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SIVIX vs. VSMAX commentary
Aug 18, 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: 154B vs. SIVIX (524M). 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 : 9.17 vs. SIVIX (-5.41). VSMAX return over 5 years is better than : 57.73 vs. SIVIX (5.97).
| 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 | -0.408 | 2.517 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 524M | 154B | 0% |
| Annual Yield % from dividends | 0.86 | 1.37 | 63% |
| Returns for 1 year | -5.41 | 9.17 | -59% |
| Returns for 3 years | -5.09 | 20.48 | -25% |
| Returns for 5 years | 5.97 | 57.73 | 10% |
| Returns for 10 years | -6.80 | 113.12 | -6% |