Interact to see
Advertisement
Advertisement
OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$7.37
Change+$0.13 (+1.80%)
VolumeN/A
Net Assets730.05M
OCSGX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCSGX vs. VEXPX commentary
Oct 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.6B vs. OCSGX (730M). VEXPX pays higher dividends than OCSGX: VEXPX (0.38) 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 : 6.63 vs. VEXPX (-0.47). VEXPX return over 5 years is better than : 3.85 vs. OCSGX (-45.77).
| 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 | 4.624 | 5.020 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 730M | 20.6B | 4% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | 6.63 | -0.47 | -1,411% |
| Returns for 3 years | 12.60 | 27.34 | 46% |
| Returns for 5 years | -45.77 | 3.85 | -1,187% |
| Returns for 10 years | -42.45 | 35.24 | -120% |