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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$5.71
Change-$0.44 (-7.15%)
VolumeN/A
Net Assets662.38M
OCSGX vs VEXPX Comparison Chart
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OCSGX vs. VEXPX commentary
Apr 04, 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 StrongBuy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. OCSGX (662M). 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 : -6.53 vs. VEXPX (-8.23). VEXPX return over 5 years is better than : 51.18 vs. OCSGX (-17.89).
| 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 | -11.127 | -7.081 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 21.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -6.53 | -8.23 | 79% |
| Returns for 3 years | -22.54 | -8.56 | 263% |
| Returns for 5 years | -17.89 | 51.18 | -35% |
| Returns for 10 years | -55.56 | 8.03 | -692% |
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