SIVIX
Price
$17.20
Change
+$0.13 (+0.76%)
Updated
Jul 3 closing price
Net Assets
504.71M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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SIVIX vs VSMAX

Header iconSIVIX vs VSMAX Comparison
Open Charts SIVIX vs VSMAXBanner chart's image
State Street Instl Small-Cap Equity I
Price$17.20
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets504.71M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SIVIX vs VSMAX Comparison Chart in %
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VS
SIVIX vs. VSMAX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SIVIX (505M). 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 : 12.25 vs. SIVIX (0.38). VSMAX return over 5 years is better than : 69.54 vs. SIVIX (18.85).
SIVIXVSMAXSIVIX / VSMAX
Total Expense Ratio0.750.051,500%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence27 years25 years-
Gain YTD0.1751.44712%
Front LoadN/AN/A-
Min. Initial Investment100000003000333,333%
Min. Initial Investment IRAN/AN/A-
Net Assets505M148B0%
Annual Yield % from dividends0.871.4062%
Returns for 1 year0.3812.253%
Returns for 3 years9.1637.9524%
Returns for 5 years18.8569.5427%
Returns for 10 years-7.33109.34-7%
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