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OTIIX vs VSGAX
OTIIX vs VSGAX Comparison
Open Charts OTIIX vs VSGAX
T. Rowe Price Small-Cap Stock I
Price$64.90
Change-$0.15 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$95.93
Change-$0.33 (-0.34%)
VolumeN/A
CapitalizationN/A
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OTIIX vs VSGAX Comparison Chart
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OTIIX vs. VSGAX commentary
Oct 18, 2024
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 Buy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36B vs. OTIIX (9.29B). VSGAX pays higher dividends than OTIIX: VSGAX (0.66) vs OTIIX (0.29). OTIIX was incepted earlier than VSGAX: OTIIX (9 years) vs VSGAX (13 years). OTIIX is a more actively managed with annual turnover of: 28.20 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than OTIIX: VSGAX (3000) vs OTIIX (500000). VSGAX annual gain was more profitable for investors over the last year : 27.94 vs. OTIIX (23.23). VSGAX return over 5 years is better than : 50.62 vs. OTIIX (26.05).
| OTIIX | VSGAX | OTIIX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 12.097 | 13.523 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.29B | 36B | 26% |
| Annual Yield % from dividends | 0.29 | 0.66 | 44% |
| Returns for 1 year | 23.23 | 27.94 | 83% |
| Returns for 3 years | -12.76 | -4.46 | 286% |
| Returns for 5 years | 26.05 | 50.62 | 51% |
| Returns for 10 years | N/A | 144.50 | - |
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