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OTIIX vs VSGIX
OTIIX vs VSGIX Comparison
Open Charts OTIIX vs VSGIX
OTIIX vs VSGIX Comparison Chart in %
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VS
OTIIX vs. VSGIX commentary
Jul 14, 2026
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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 47B vs. OTIIX (8.96B). VSGIX pays higher dividends than OTIIX: VSGIX (0.42) vs OTIIX (0.03). OTIIX was incepted earlier than VSGIX: OTIIX (11 years) vs VSGIX (26 years). OTIIX (0.77) is less costly to investors than VSGIX (0.05). OTIIX is a more actively managed with annual turnover of: 78.10 vs. VSGIX (24.00). OTIIX has a lower initial minimum investment than VSGIX: OTIIX (500000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 26.88 vs. OTIIX (16.43). VSGIX return over 5 years is better than : 27.73 vs. OTIIX (-6.43).
| OTIIX | VSGIX | OTIIX / VSGIX | |
| Total Expense Ratio | 0.77 | 0.05 | 1,540% |
| Annual Report Gross Expense Ratio | 0.77 | 0.05 | 1,540% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 16.567 | 17.383 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.96B | 47B | 19% |
| Annual Yield % from dividends | 0.03 | 0.42 | 8% |
| Returns for 1 year | 16.43 | 26.88 | 61% |
| Returns for 3 years | 17.90 | 51.28 | 35% |
| Returns for 5 years | -6.43 | 27.73 | -23% |
| Returns for 10 years | 61.31 | 181.67 | 34% |
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