Interact to see
Advertisement
Advertisement
OASGX vs VEXPX
OASGX vs VEXPX Comparison
Open Charts OASGX vs VEXPX
Optimum Small-Mid Cap Growth A
Price$10.96
Change-$0.20 (-1.79%)
VolumeN/A
Net Assets675.12M
OASGX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OASGX vs. VEXPX commentary
Jun 15, 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 OASGX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. OASGX (675M). VEXPX pays higher dividends than OASGX: VEXPX (0.42) vs OASGX (0.00). OASGX was incepted earlier than VEXPX: OASGX (22 years) vs VEXPX (58 years). OASGX (1.66) is less costly to investors than VEXPX (0.44). OASGX is a more actively managed with annual turnover of: 132.00 vs. VEXPX (35.00). OASGX has a lower initial minimum investment than VEXPX: OASGX (1000) vs VEXPX (3000). OASGX annual gain was more profitable for investors over the last year : 0.72 vs. VEXPX (-4.46). VEXPX return over 5 years is better than : 12.92 vs. OASGX (-14.68).
| OASGX | VEXPX | OASGX / VEXPX | |
| Total Expense Ratio | 1.49 | 0.44 | 339% |
| Annual Report Gross Expense Ratio | 1.66 | 0.44 | 377% |
| Fund Existence | 22 years | 58 years | - |
| Gain YTD | -5.021 | -4.593 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 19.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 0.72 | -4.46 | -16% |
| Returns for 3 years | 14.23 | 17.22 | 83% |
| Returns for 5 years | -14.68 | 12.92 | -114% |
| Returns for 10 years | -29.19 | 9.39 | -311% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement