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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$6.55
Change+$0.07 (+1.08%)
VolumeN/A
Net Assets681.13M
OCSGX vs VEXPX Comparison Chart
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OCSGX vs. VEXPX commentary
Jun 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. OCSGX (681M). VEXPX pays higher dividends than OCSGX: VEXPX (0.42) 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: 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 : 0.46 vs. VEXPX (-4.12). VEXPX return over 5 years is better than : 6.54 vs. OCSGX (-40.13).
| 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 | -5.347 | -3.958 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 19.4B | 4% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 0.46 | -4.12 | -11% |
| Returns for 3 years | -6.96 | 4.73 | -147% |
| Returns for 5 years | -40.13 | 6.54 | -613% |
| Returns for 10 years | -53.31 | 12.05 | -443% |
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| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TCFSCV | 10.07 | 0.16 | +1.61% |
| Thrivent Core Small Cap Value | |||
| PEPSX | 29.34 | N/A | N/A |
| Principal Glb Emerging Markets R5 | |||
| PEXMX | 32.22 | N/A | N/A |
| T. Rowe Price Extended Equity Market Idx | |||
| TNXAX | 10.34 | N/A | N/A |
| 1290 Loomis Sayles Multi-Asset Income A | |||
| TRQZX | 99.80 | N/A | N/A |
| T. Rowe Price Mid-Cap Growth Z | |||