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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$7.16
Change+$0.03 (+0.42%)
VolumeN/A
Net Assets770.9M
OCSGX vs VEXPX Comparison Chart
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OCSGX vs. VEXPX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 22.1B vs. OCSGX (771M). VEXPX pays higher dividends than OCSGX: VEXPX (0.48) vs OCSGX (0.00). OCSGX was incepted earlier than VEXPX: OCSGX (21 years) vs VEXPX (57 years). OCSGX is a more actively managed with annual turnover of: 114.00 vs. VEXPX (40.00). 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 : 18.74 vs. VEXPX (10.25). VEXPX return over 5 years is better than : 10.68 vs. OCSGX (-32.77).
| OCSGX | VEXPX | OCSGX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 57 years | - |
| Gain YTD | 3.468 | 3.297 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 22.1B | 3% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 18.74 | 10.25 | 183% |
| Returns for 3 years | -10.05 | 1.66 | -604% |
| Returns for 5 years | -32.77 | 10.68 | -307% |
| Returns for 10 years | -44.97 | 32.29 | -139% |
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