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OASGX vs VSGIX
OASGX vs VSGIX Comparison
Open Charts OASGX vs VSGIX
Optimum Small-Mid Cap Growth A
Price$11.47
Change-$0.37 (-3.12%)
VolumeN/A
Net Assets722.04M
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
OASGX vs VSGIX Comparison Chart
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OASGX vs. VSGIX commentary
Feb 23, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. OASGX (722M). VSGIX pays higher dividends than OASGX: VSGIX (0.67) vs OASGX (0.00). OASGX was incepted earlier than VSGIX: OASGX (22 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 : 12.96 vs. OASGX (6.01). VSGIX return over 5 years is better than : 35.64 vs. OASGX (-16.82).
| OASGX | VSGIX | OASGX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -2.383 | -0.330 | 722% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 39.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 6.01 | 12.96 | 46% |
| Returns for 3 years | -2.05 | 19.39 | -11% |
| Returns for 5 years | -16.82 | 35.64 | -47% |
| Returns for 10 years | -24.98 | 116.38 | -21% |