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OCSGX vs VEXRX
OCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRX
Optimum Small-Mid Cap Growth C
Price$6.15
Change+$0.12 (+1.99%)
VolumeN/A
Net Assets649.94M
OCSGX vs VEXRX Comparison Chart
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OCSGX vs. VEXRX commentary
Apr 04, 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 StrongBuy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. OCSGX (650M). VEXRX pays higher dividends than OCSGX: VEXRX (0.56) vs OCSGX (0.00). OCSGX was incepted earlier than VEXRX: OCSGX (22 years) vs VEXRX (23 years). OCSGX (2.41) is less costly to investors than VEXRX (0.34). OCSGX is a more actively managed with annual turnover of: 132.00 vs. VEXRX (35.00). OCSGX has a lower initial minimum investment than VEXRX: OCSGX (1000) vs VEXRX (50000). OCSGX annual gain was more profitable for investors over the last year : -8.08 vs. VEXRX (-9.28). VEXRX return over 5 years is better than : 48.79 vs. OCSGX (-19.49).
| OCSGX | VEXRX | OCSGX / VEXRX | |
| Total Expense Ratio | 2.24 | 0.34 | 659% |
| Annual Report Gross Expense Ratio | 2.41 | 0.34 | 709% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -12.861 | -8.573 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 21.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -8.08 | -9.28 | 87% |
| Returns for 3 years | -23.77 | -9.60 | 248% |
| Returns for 5 years | -19.49 | 48.79 | -40% |
| Returns for 10 years | -56.27 | 7.01 | -803% |
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