SIVIX
Price
$17.18
Change
-$0.01 (-0.06%)
Updated
Oct 17 closing price
Net Assets
521.59M
VSMAX
Price
$121.32
Change
-$0.03 (-0.02%)
Updated
Oct 17 closing price
Net Assets
162.36B
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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$17.18
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets521.59M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
SIVIX vs VSMAX Comparison Chart in %
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VS
SIVIX vs. VSMAX commentary
Oct 19, 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 Hold and VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SIVIX (522M). VSMAX pays higher dividends than SIVIX: VSMAX (1.34) vs SIVIX (0.84). 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 : 4.95 vs. SIVIX (-9.91). VSMAX return over 5 years is better than : 55.46 vs. SIVIX (4.13).
SIVIXVSMAXSIVIX / VSMAX
Total Expense Ratio0.750.051,500%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence27 years25 years-
Gain YTD0.0585.5991%
Front LoadN/AN/A-
Min. Initial Investment100000003000333,333%
Min. Initial Investment IRAN/AN/A-
Net Assets522M162B0%
Annual Yield % from dividends0.841.3462%
Returns for 1 year-9.914.95-200%
Returns for 3 years5.6142.0213%
Returns for 5 years4.1355.467%
Returns for 10 years-2.35130.86-2%
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