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OTIIX vs VEXRX
OTIIX vs VEXRX Comparison
Open Charts OTIIX vs VEXRX
T. Rowe Price Small-Cap Stock I
Price$60.20
Change+$0.65 (+1.09%)
VolumeN/A
Net Assets8.39B
Vanguard Explorer Adm
Price$112.69
Change+$0.25 (+0.22%)
VolumeN/A
Net Assets20.46B
OTIIX vs VEXRX Comparison Chart in %
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OTIIX vs. VEXRX commentary
Sep 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 OTIIX is a StrongBuy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. OTIIX (8.39B). OTIIX pays higher dividends than VEXRX: OTIIX (0.56) vs VEXRX (0.50). OTIIX was incepted earlier than VEXRX: OTIIX (10 years) vs VEXRX (24 years). OTIIX (0.77) is less costly to investors than VEXRX (0.33). OTIIX is a more actively managed with annual turnover of: 58.70 vs. VEXRX (35.00). VEXRX has a lower initial minimum investment than OTIIX: VEXRX (50000) vs OTIIX (500000). VEXRX annual gain was more profitable for investors over the last year : 4.54 vs. OTIIX (0.39). OTIIX return over 5 years is better than : 17.03 vs. VEXRX (12.60).
| OTIIX | VEXRX | OTIIX / VEXRX | |
| Total Expense Ratio | 0.77 | 0.33 | 233% |
| Annual Report Gross Expense Ratio | 0.77 | 0.33 | 233% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 7.060 | 5.466 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 50000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.39B | 20.5B | 41% |
| Annual Yield % from dividends | 0.56 | 0.50 | 113% |
| Returns for 1 year | 0.39 | 4.54 | 9% |
| Returns for 3 years | 5.81 | 15.65 | 37% |
| Returns for 5 years | 17.03 | 12.60 | 135% |
| Returns for 10 years | 42.15 | 32.45 | 130% |
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