OCSGX
Price
$5.88
Change
+$0.15 (+2.62%)
Updated
Apr 24 closing price
Net Assets
602.43M
VEXRX
Price
$94.76
Change
+$2.20 (+2.38%)
Updated
Apr 24 closing price
Net Assets
19.79B
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OCSGX vs VEXRX

Header iconOCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRXBanner chart's image
Optimum Small-Mid Cap Growth C
Price$5.88
Change+$0.15 (+2.62%)
VolumeN/A
Net Assets602.43M
Vanguard Explorer Adm
Price$94.76
Change+$2.20 (+2.38%)
VolumeN/A
Net Assets19.79B
OCSGX vs VEXRX Comparison Chart
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OCSGX vs. VEXRX commentary
Apr 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 Buy and VEXRX is a Buy.

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FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. OCSGX (602M). 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 : -9.05 vs. VEXRX (-11.24). VEXRX return over 5 years is better than : 17.63 vs. OCSGX (-36.47).
OCSGXVEXRXOCSGX / VEXRX
Total Expense Ratio2.240.34659%
Annual Report Gross Expense Ratio2.410.34709%
Fund Existence22 years23 years-
Gain YTD-17.197-13.374129%
Front LoadN/AN/A-
Min. Initial Investment1000500002%
Min. Initial Investment IRAN/AN/A-
Net Assets602M19.8B3%
Annual Yield % from dividends0.000.56-
Returns for 1 year-9.05-11.2480%
Returns for 3 years-21.93-8.96245%
Returns for 5 years-36.4717.63-207%
Returns for 10 years-58.510.85-6,893%
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