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OTCFX vs VSGAX
OTCFX vs VSGAX Comparison
Open Charts OTCFX vs VSGAX
T. Rowe Price Small-Cap Stock
Price$50.59
Change-$3.15 (-5.86%)
VolumeN/A
Net Assets7.86B
Vanguard Small Cap Growth Index Admiral
Price$84.40
Change-$6.02 (-6.66%)
VolumeN/A
Net Assets36.81B
OTCFX vs VSGAX Comparison Chart
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OTCFX vs. VSGAX commentary
Apr 05, 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 OTCFX is a Buy and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. OTCFX (7.86B). VSGAX pays higher dividends than OTCFX: VSGAX (0.60) vs OTCFX (0.45). OTCFX was incepted earlier than VSGAX: OTCFX (69 years) vs VSGAX (14 years). OTCFX (0.90) is less costly to investors than VSGAX (0.07). OTCFX is a more actively managed with annual turnover of: 58.70 vs. VSGAX (19.00). OTCFX has a lower initial minimum investment than VSGAX: OTCFX (2500) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 1.06 vs. OTCFX (-9.75). VSGAX return over 5 years is better than : 85.30 vs. OTCFX (49.93).
| OTCFX | VSGAX | OTCFX / VSGAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
| Fund Existence | 69 years | 14 years | - |
| Gain YTD | -4.394 | -8.101 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.86B | 36.8B | 21% |
| Annual Yield % from dividends | 0.45 | 0.60 | 76% |
| Returns for 1 year | -9.75 | 1.06 | -920% |
| Returns for 3 years | -13.51 | 2.22 | -608% |
| Returns for 5 years | 49.93 | 85.30 | 59% |
| Returns for 10 years | 17.40 | 96.07 | 18% |
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