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OTIIX vs VSGAX
OTIIX vs VSGAX Comparison
Open Charts OTIIX vs VSGAX
T. Rowe Price Small-Cap Stock I
Price$57.64
Change+$0.32 (+0.56%)
VolumeN/A
Net Assets8.13B
Vanguard Small Cap Growth Index Admiral
Price$100.94
Change+$0.72 (+0.72%)
VolumeN/A
Net Assets36.92B
OTIIX vs VSGAX Comparison Chart in %
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OTIIX vs. VSGAX commentary
Jul 27, 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 Buy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. OTIIX (8.13B). OTIIX pays higher dividends than VSGAX: OTIIX (0.59) vs VSGAX (0.54). OTIIX was incepted earlier than VSGAX: OTIIX (10 years) vs VSGAX (14 years). OTIIX (0.77) is less costly to investors than VSGAX (0.07). OTIIX is a more actively managed with annual turnover of: 58.70 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than OTIIX: VSGAX (3000) vs OTIIX (500000). VSGAX annual gain was more profitable for investors over the last year : 12.32 vs. OTIIX (-5.60). VSGAX return over 5 years is better than : 40.33 vs. OTIIX (15.68).
| OTIIX | VSGAX | OTIIX / VSGAX | |
| Total Expense Ratio | 0.77 | 0.07 | 1,100% |
| Annual Report Gross Expense Ratio | 0.77 | 0.07 | 1,100% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 2.508 | 2.611 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.13B | 36.9B | 22% |
| Annual Yield % from dividends | 0.59 | 0.54 | 108% |
| Returns for 1 year | -5.60 | 12.32 | -45% |
| Returns for 3 years | 5.54 | 38.30 | 14% |
| Returns for 5 years | 15.68 | 40.33 | 39% |
| Returns for 10 years | N/A | 121.74 | - |
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