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VSIIX vs VSOIX
VSIIX vs VSOIX Comparison
Open Charts VSIIX vs VSOIX
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
Victory Sycamore Small Company Opp I
Price$46.56
Change-$0.84 (-1.77%)
VolumeN/A
Net Assets6.45B
VSIIX vs VSOIX Comparison Chart
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VSIIX vs. VSOIX commentary
Feb 22, 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 Hold and VSOIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. VSOIX (6.45B). 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 : 14.20 vs. VSOIX (0.64). VSIIX return over 5 years is better than : 52.26 vs. VSOIX (9.58).
| 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 | 2.836 | 1.145 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 6.45B | 933% |
| Annual Yield % from dividends | 2.02 | 0.68 | 298% |
| Returns for 1 year | 14.20 | 0.64 | 2,211% |
| Returns for 3 years | 19.99 | -2.74 | -729% |
| Returns for 5 years | 52.26 | 9.58 | 546% |
| Returns for 10 years | 97.17 | 27.66 | 351% |