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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$5.88
Change+$0.15 (+2.62%)
VolumeN/A
Net Assets602.43M
OCSGX vs VEXPX Comparison Chart
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OCSGX vs. VEXPX commentary
Apr 25, 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 OCSGX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. OCSGX (602M). VEXPX pays higher dividends than OCSGX: VEXPX (0.44) vs OCSGX (0.00). OCSGX was incepted earlier than VEXPX: OCSGX (22 years) vs VEXPX (57 years). OCSGX (2.41) is less costly to investors than VEXPX (0.45). OCSGX is a more actively managed with annual turnover of: 132.00 vs. VEXPX (35.00). OCSGX has a lower initial minimum investment than VEXPX: OCSGX (1000) vs VEXPX (3000). OCSGX annual gain was more profitable for investors over the last year : -9.05 vs. VEXPX (-11.34). VEXPX return over 5 years is better than : 17.57 vs. OCSGX (-36.47).
| OCSGX | VEXPX | OCSGX / VEXPX | |
| Total Expense Ratio | 2.24 | 0.45 | 498% |
| Annual Report Gross Expense Ratio | 2.41 | 0.45 | 536% |
| Fund Existence | 22 years | 57 years | - |
| Gain YTD | -17.197 | -13.406 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 19.8B | 3% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -9.05 | -11.34 | 80% |
| Returns for 3 years | -21.93 | -9.04 | 243% |
| Returns for 5 years | -36.47 | 17.57 | -208% |
| Returns for 10 years | -58.51 | 0.75 | -7,800% |
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