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VSIIX vs VSOIX
VSIIX vs VSOIX Comparison
Open Charts VSIIX vs VSOIX
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
Victory Sycamore Small Company Opp I
Price$48.41
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets6.68B
VSIIX vs VSOIX Comparison Chart
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VSIIX vs. VSOIX commentary
Jan 19, 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: 58.3B vs. VSOIX (6.68B). VSIIX pays higher dividends than VSOIX: VSIIX (2.02) vs VSOIX (0.68). VSIIX was incepted earlier than VSOIX: VSIIX (25 years) vs VSOIX (17 years). VSOIX is a more actively managed with annual turnover of: 32.00 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 : 18.50 vs. VSOIX (5.79). VSIIX return over 5 years is better than : 50.39 vs. VSOIX (8.68).
| VSIIX | VSOIX | VSIIX / VSOIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 3.214 | 2.629 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 6.68B | 873% |
| Annual Yield % from dividends | 2.02 | 0.68 | 298% |
| Returns for 1 year | 18.50 | 5.79 | 319% |
| Returns for 3 years | 17.06 | -4.62 | -369% |
| Returns for 5 years | 50.39 | 8.68 | 581% |
| Returns for 10 years | 109.67 | 35.95 | 305% |
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