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OASGX vs VEXRX
OASGX vs VEXRX Comparison
Open Charts OASGX vs VEXRX
Optimum Small-Mid Cap Growth A
Price$10.43
Change+$0.18 (+1.76%)
VolumeN/A
Net Assets632.71M
OASGX vs VEXRX Comparison Chart
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OASGX vs. VEXRX commentary
May 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 OASGX is a Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. OASGX (633M). VEXRX pays higher dividends than OASGX: VEXRX (0.57) vs OASGX (0.00). OASGX was incepted earlier than VEXRX: OASGX (22 years) vs VEXRX (24 years). OASGX (1.66) is less costly to investors than VEXRX (0.33). OASGX is a more actively managed with annual turnover of: 132.00 vs. VEXRX (35.00). OASGX has a lower initial minimum investment than VEXRX: OASGX (1000) vs VEXRX (50000). OASGX annual gain was more profitable for investors over the last year : -4.31 vs. VEXRX (-8.83). VEXRX return over 5 years is better than : 12.72 vs. OASGX (-17.29).
| OASGX | VEXRX | OASGX / VEXRX | |
| Total Expense Ratio | 1.49 | 0.33 | 452% |
| Annual Report Gross Expense Ratio | 1.66 | 0.33 | 503% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -11.234 | -9.153 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 18.9B | 3% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -4.31 | -8.83 | 49% |
| Returns for 3 years | 4.20 | 7.57 | 55% |
| Returns for 5 years | -17.29 | 12.72 | -136% |
| Returns for 10 years | -31.83 | 6.85 | -465% |
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