Interact to see
Advertisement
Advertisement
VSIIX vs VSORX
VSIIX vs VSORX Comparison
Open Charts VSIIX vs VSORX
Vanguard Small Cap Value Index I
Price$50.14
Change-$0.47 (-0.93%)
VolumeN/A
Net Assets59.14B
Victory Sycamore Small Company Opp R6
Price$47.33
Change-$0.45 (-0.94%)
VolumeN/A
Net Assets5.49B
VSIIX vs VSORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSIIX vs. VSORX commentary
Oct 09, 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 VSORX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.1B vs. VSORX (5.49B). VSIIX pays higher dividends than VSORX: VSIIX (2.01) vs VSORX (0.84). VSIIX was incepted earlier than VSORX: VSIIX (26 years) vs VSORX (10 years). VSORX (0.85) is less costly to investors than VSIIX (0.06). VSORX is a more actively managed with annual turnover of: 37.00 vs. VSIIX (16.00). VSORX has a lower initial minimum investment than VSIIX: VSORX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.96 vs. VSORX (-3.24). VSIIX return over 5 years is better than : 79.86 vs. VSORX (23.06).
| VSIIX | VSORX | VSIIX / VSORX | |
| Total Expense Ratio | 0.06 | 0.85 | 7% |
| Annual Report Gross Expense Ratio | 0.06 | 0.85 | 7% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 6.717 | 1.508 | 445% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1B | 5.49B | 1,076% |
| Annual Yield % from dividends | 2.01 | 0.84 | 240% |
| Returns for 1 year | 6.96 | -3.24 | -215% |
| Returns for 3 years | 44.74 | 9.07 | 493% |
| Returns for 5 years | 79.86 | 23.06 | 346% |
| Returns for 10 years | 114.43 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers