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OTIIX vs VEXPX
OTIIX vs VEXPX Comparison
Open Charts OTIIX vs VEXPX
T. Rowe Price Small-Cap Stock I
Price$48.09
Change-$2.54 (-5.02%)
VolumeN/A
Net Assets7.02B
OTIIX vs VEXPX Comparison Chart
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OTIIX vs. VEXPX commentary
Apr 06, 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 OTIIX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. OTIIX (7.02B). OTIIX pays higher dividends than VEXPX: OTIIX (0.62) vs VEXPX (0.44). OTIIX was incepted earlier than VEXPX: OTIIX (10 years) vs VEXPX (57 years). OTIIX (0.78) is less costly to investors than VEXPX (0.45). OTIIX is a more actively managed with annual turnover of: 58.70 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than OTIIX: VEXPX (3000) vs OTIIX (500000). VEXPX (-17.75) and OTIIX (-18.59) have marching annual gain over last year. OTIIX (34.64) and VEXPX (34.15) have equivalent 5 years return.
| OTIIX | VEXPX | OTIIX / VEXPX | |
| Total Expense Ratio | 0.78 | 0.45 | 173% |
| Annual Report Gross Expense Ratio | 0.78 | 0.45 | 173% |
| Fund Existence | 10 years | 57 years | - |
| Gain YTD | -14.476 | -17.547 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.02B | 21.4B | 33% |
| Annual Yield % from dividends | 0.62 | 0.44 | 143% |
| Returns for 1 year | -18.59 | -17.75 | 105% |
| Returns for 3 years | -20.92 | -17.17 | 122% |
| Returns for 5 years | 34.64 | 34.15 | 101% |
| Returns for 10 years | N/A | -3.66 | - |
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