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OTIIX vs VSGAX
OTIIX vs VSGAX Comparison
Open Charts OTIIX vs VSGAX
T. Rowe Price Small-Cap Stock I
Price$60.20
Change+$0.65 (+1.09%)
VolumeN/A
Net Assets8.39B
Vanguard Small Cap Growth Index Admiral
Price$104.98
Change+$0.47 (+0.45%)
VolumeN/A
Net Assets38.63B
OTIIX vs VSGAX Comparison Chart in %
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OTIIX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.6B vs. OTIIX (8.39B). OTIIX pays higher dividends than VSGAX: OTIIX (0.56) vs VSGAX (0.51). 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 : 20.80 vs. OTIIX (0.39). VSGAX return over 5 years is better than : 43.16 vs. OTIIX (17.03).
| 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 | 7.060 | 6.718 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.39B | 38.6B | 22% |
| Annual Yield % from dividends | 0.56 | 0.51 | 110% |
| Returns for 1 year | 0.39 | 20.80 | 2% |
| Returns for 3 years | 5.81 | 34.66 | 17% |
| Returns for 5 years | 17.03 | 43.16 | 39% |
| Returns for 10 years | 42.15 | 144.14 | 29% |
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