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OASGX vs VSGIX
OASGX vs VSGIX Comparison
Open Charts OASGX vs VSGIX
Optimum Small-Mid Cap Growth A
Price$12.17
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets767.96M
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
OASGX vs VSGIX Comparison Chart
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VS
OASGX vs. VSGIX commentary
Jan 19, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. OASGX (768M). VSGIX pays higher dividends than OASGX: VSGIX (0.67) vs OASGX (0.00). OASGX was incepted earlier than VSGIX: OASGX (21 years) vs VSGIX (25 years). OASGX is a more actively managed with annual turnover of: 114.00 vs. VSGIX (19.00). OASGX has a lower initial minimum investment than VSGIX: OASGX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 25.00 vs. OASGX (19.55). VSGIX return over 5 years is better than : 41.97 vs. OASGX (-9.72).
| OASGX | VSGIX | OASGX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 3.574 | 3.577 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 38.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 19.55 | 25.00 | 78% |
| Returns for 3 years | -2.09 | 16.70 | -13% |
| Returns for 5 years | -9.72 | 41.97 | -23% |
| Returns for 10 years | -15.54 | 139.86 | -11% |
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