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OCSGX vs VEXRX
OCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRX
Optimum Small-Mid Cap Growth C
Price$6.97
Change-$0.13 (-1.83%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$116.29
Change-$2.06 (-1.74%)
VolumeN/A
CapitalizationN/A
OCSGX vs VEXRX Comparison Chart
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OCSGX vs. VEXRX commentary
Nov 18, 2024
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 VEXRX is a StrongSell.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22B vs. OCSGX (758M). VEXRX pays higher dividends than OCSGX: VEXRX (0.58) vs OCSGX (0.00). OCSGX was incepted earlier than VEXRX: OCSGX (21 years) vs VEXRX (23 years). OCSGX is a more actively managed with annual turnover of: 114.00 vs. VEXRX (40.00). OCSGX has a lower initial minimum investment than VEXRX: OCSGX (1000) vs VEXRX (50000). VEXRX (26.37) and OCSGX (25.81) have marching annual gain over last year. VEXRX return over 5 years is better than : 18.31 vs. OCSGX (-38.26).
| OCSGX | VEXRX | OCSGX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 13.889 | 12.651 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 22B | 3% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 25.81 | 26.37 | 98% |
| Returns for 3 years | -53.69 | -20.66 | 260% |
| Returns for 5 years | -38.26 | 18.31 | -209% |
| Returns for 10 years | -50.60 | 18.71 | -271% |
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