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OTCFX vs VSGAX
OTCFX vs VSGAX Comparison
Open Charts OTCFX vs VSGAX
T. Rowe Price Small-Cap Stock
Price$58.00
Change+$0.63 (+1.10%)
VolumeN/A
Net Assets8.56B
Vanguard Small Cap Growth Index Admiral
Price$103.61
Change+$1.34 (+1.31%)
VolumeN/A
Net Assets38.1B
OTCFX vs VSGAX Comparison Chart
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OTCFX vs. VSGAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. OTCFX (8.56B). VSGAX pays higher dividends than OTCFX: VSGAX (0.66) vs OTCFX (0.20). OTCFX was incepted earlier than VSGAX: OTCFX (69 years) vs VSGAX (13 years). OTCFX is a more actively managed with annual turnover of: 28.20 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 : 24.24 vs. OTCFX (2.89). VSGAX return over 5 years is better than : 48.07 vs. OTCFX (13.34).
| OTCFX | VSGAX | OTCFX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 69 years | 13 years | - |
| Gain YTD | 3.184 | 3.901 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.56B | 38.1B | 22% |
| Annual Yield % from dividends | 0.20 | 0.66 | 31% |
| Returns for 1 year | 2.89 | 24.24 | 12% |
| Returns for 3 years | -6.25 | 18.88 | -33% |
| Returns for 5 years | 13.34 | 48.07 | 28% |
| Returns for 10 years | 34.68 | 137.34 | 25% |