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OCSGX vs VEXRX
OCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRX
Optimum Small-Mid Cap Growth C
Price$6.73
Change-$0.08 (-1.17%)
VolumeN/A
Net Assets710.08M
Vanguard Explorer Adm
Price$105.35
Change-$1.75 (-1.63%)
VolumeN/A
Net Assets20.12B
OCSGX vs VEXRX Comparison Chart in %
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OCSGX vs. VEXRX commentary
Jul 16, 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B vs. OCSGX (710M). VEXRX pays higher dividends than OCSGX: VEXRX (0.52) vs OCSGX (0.00). OCSGX was incepted earlier than VEXRX: OCSGX (22 years) vs VEXRX (24 years). OCSGX (2.41) is less costly to investors than VEXRX (0.33). OCSGX is a more actively managed with annual turnover of: 131.00 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 : -1.03 vs. VEXRX (-2.84). VEXRX return over 5 years is better than : 11.06 vs. OCSGX (-40.07).
| OCSGX | VEXRX | OCSGX / VEXRX | |
| Total Expense Ratio | 2.24 | 0.33 | 679% |
| Annual Report Gross Expense Ratio | 2.41 | 0.33 | 730% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -2.746 | 0.234 | -1,173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 20.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | -1.03 | -2.84 | 36% |
| Returns for 3 years | 2.59 | 19.97 | 13% |
| Returns for 5 years | -40.07 | 11.06 | -362% |
| Returns for 10 years | -52.71 | 16.49 | -320% |
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