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VSIIX vs VSORX
VSIIX vs VSORX Comparison
Open Charts VSIIX vs VSORX
Vanguard Small Cap Value Index I
Price$50.22
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets56.44B
Victory Sycamore Small Company Opp R6
Price$47.95
Change-$0.11 (-0.23%)
VolumeN/A
Net Assets5.63B
VSIIX vs VSORX Comparison Chart in %
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VSIIX vs. VSORX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. VSORX (5.63B). VSIIX pays higher dividends than VSORX: VSIIX (2.08) vs VSORX (0.88). 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 : 7.42 vs. VSORX (-3.50). VSIIX return over 5 years is better than : 82.66 vs. VSORX (23.17).
| 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 | 6.063 | 2.103 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 5.63B | 1,002% |
| Annual Yield % from dividends | 2.08 | 0.88 | 237% |
| Returns for 1 year | 7.42 | -3.50 | -212% |
| Returns for 3 years | 30.26 | 0.58 | 5,201% |
| Returns for 5 years | 82.66 | 23.17 | 357% |
| Returns for 10 years | 116.40 | N/A | - |
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