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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$6.80
Change-$0.03 (-0.44%)
VolumeN/A
Net Assets707.22M
OCSGX vs VEXPX Comparison Chart in %
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OCSGX vs. VEXPX commentary
Aug 07, 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: 19.9B vs. OCSGX (707M). 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 : 7.77 vs. VEXPX (1.64). VEXPX return over 5 years is better than : 3.70 vs. OCSGX (-43.62).
| 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 | -1.734 | -0.592 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 19.9B | 4% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 7.77 | 1.64 | 473% |
| Returns for 3 years | -5.82 | 8.13 | -72% |
| Returns for 5 years | -43.62 | 3.70 | -1,179% |
| Returns for 10 years | -50.22 | 19.32 | -260% |
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