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SIVIX vs VSMAX
SIVIX vs VSMAX Comparison
Open Charts SIVIX vs VSMAX
State Street Instl Small-Cap Equity I
Price$17.20
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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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.
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).
| 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 | 1.447 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 148B | 0% |
| Annual Yield % from dividends | 0.87 | 1.40 | 62% |
| Returns for 1 year | 0.38 | 12.25 | 3% |
| Returns for 3 years | 9.16 | 37.95 | 24% |
| Returns for 5 years | 18.85 | 69.54 | 27% |
| Returns for 10 years | -7.33 | 109.34 | -7% |
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