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VSIIX vs VSOIX
VSIIX vs VSOIX Comparison
Open Charts VSIIX vs VSOIX
Vanguard Small Cap Value Index I
Price$40.65
Change-$1.81 (-4.26%)
VolumeN/A
Net Assets53.62B
Victory Sycamore Small Company Opp I
Price$39.26
Change-$1.82 (-4.43%)
VolumeN/A
Net Assets5.42B
VSIIX vs VSOIX Comparison Chart
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VSIIX vs. VSOIX commentary
Apr 11, 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 VSIIX is a Buy and VSOIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. VSOIX (5.42B). VSIIX pays higher dividends than VSOIX: VSIIX (2.28) vs VSOIX (0.86). VSIIX was incepted earlier than VSOIX: VSIIX (25 years) vs VSOIX (18 years). VSOIX (0.89) is less costly to investors than VSIIX (0.06). VSOIX is a more actively managed with annual turnover of: 37.00 vs. VSIIX (16.00). VSOIX has a lower initial minimum investment than VSIIX: VSOIX (2000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -3.59 vs. VSOIX (-13.85). VSIIX return over 5 years is better than : 84.36 vs. VSOIX (21.14).
| VSIIX | VSOIX | VSIIX / VSOIX | |
| Total Expense Ratio | 0.06 | 0.89 | 7% |
| Annual Report Gross Expense Ratio | 0.06 | 0.89 | 7% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | -10.669 | -12.911 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6B | 5.42B | 989% |
| Annual Yield % from dividends | 2.28 | 0.86 | 264% |
| Returns for 1 year | -3.59 | -13.85 | 26% |
| Returns for 3 years | 4.88 | -12.69 | -38% |
| Returns for 5 years | 84.36 | 21.14 | 399% |
| Returns for 10 years | 68.46 | 7.24 | 946% |
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