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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$6.73
Change-$0.08 (-1.17%)
VolumeN/A
Net Assets710.08M
OCSGX vs VEXPX Comparison Chart in %
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OCSGX vs. VEXPX commentary
Jul 16, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. OCSGX (710M). VEXPX pays higher dividends than OCSGX: VEXPX (0.40) vs OCSGX (0.00). OCSGX was incepted earlier than VEXPX: OCSGX (22 years) vs VEXPX (58 years). OCSGX (2.41) is less costly to investors than VEXPX (0.44). OCSGX is a more actively managed with annual turnover of: 131.00 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 : -1.03 vs. VEXPX (-2.94). VEXPX return over 5 years is better than : 11.00 vs. OCSGX (-40.07).
| OCSGX | VEXPX | OCSGX / VEXPX | |
| Total Expense Ratio | 2.24 | 0.44 | 509% |
| Annual Report Gross Expense Ratio | 2.41 | 0.44 | 548% |
| Fund Existence | 22 years | 58 years | - |
| Gain YTD | -2.746 | 0.174 | -1,578% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 20.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | -1.03 | -2.94 | 35% |
| Returns for 3 years | 2.59 | 19.86 | 13% |
| Returns for 5 years | -40.07 | 11.00 | -364% |
| Returns for 10 years | -52.71 | 16.39 | -322% |
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