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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$7.27
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets740.99M
OCSGX vs VEXPX Comparison Chart in %
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OCSGX vs. VEXPX commentary
Sep 18, 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: 20.5B vs. OCSGX (741M). VEXPX pays higher dividends than OCSGX: VEXPX (0.39) vs OCSGX (0.00). OCSGX was incepted earlier than VEXPX: OCSGX (22 years) vs VEXPX (58 years). OCSGX (2.29) 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 : 7.56 vs. VEXPX (0.22). VEXPX return over 5 years is better than : 12.19 vs. OCSGX (-40.30).
| OCSGX | VEXPX | OCSGX / VEXPX | |
| Total Expense Ratio | 2.19 | 0.44 | 498% |
| Annual Report Gross Expense Ratio | 2.29 | 0.44 | 520% |
| Fund Existence | 22 years | 58 years | - |
| Gain YTD | 4.913 | 4.837 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 20.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 7.56 | 0.22 | 3,415% |
| Returns for 3 years | 6.61 | 21.91 | 30% |
| Returns for 5 years | -40.30 | 12.19 | -331% |
| Returns for 10 years | -44.45 | 32.24 | -138% |
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