Interact to see
Advertisement
Advertisement
VSIIX vs VSORX
VSIIX vs VSORX Comparison
Open Charts VSIIX vs VSORX
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
Victory Sycamore Small Company Opp R6
Price$46.10
Change+$0.33 (+0.72%)
VolumeN/A
Net Assets5.73B
VSIIX vs VSORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSIIX vs. VSORX 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 VSIIX is a StrongBuy and VSORX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. VSORX (5.73B). VSIIX pays higher dividends than VSORX: VSIIX (2.12) vs VSORX (0.89). 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 : 5.59 vs. VSORX (-8.37). VSIIX return over 5 years is better than : 89.04 vs. VSORX (26.06).
| 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 | 2.903 | -2.061 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 5.73B | 971% |
| Annual Yield % from dividends | 2.12 | 0.89 | 238% |
| Returns for 1 year | 5.59 | -8.37 | -67% |
| Returns for 3 years | 31.09 | -0.70 | -4,449% |
| Returns for 5 years | 89.04 | 26.06 | 342% |
| Returns for 10 years | 102.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TSLRX | 5.01 | 0.05 | +1.01% |
| Transamerica Small Cap Value R6 | |||
| BSMAX | 17.46 | 0.10 | +0.58% |
| iShares Russell Small/Mid-Cap Idx Inv A | |||
| BGEFX | 14.80 | 0.06 | +0.39% |
| Baillie Gifford International Growth 4 | |||
| MIEIX | 40.09 | -0.22 | -0.55% |
| MFS International Equity R6 | |||
| TAREX | 25.14 | -0.28 | -1.10% |
| Third Avenue Real Estate Value Instl | |||