Ad is loading...
OCSGX vs VEXRX
OCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRX
Optimum Small-Mid Cap Growth C
Price$6.93
Change-$0.31 (-4.28%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$113.98
Change-$4.46 (-3.77%)
VolumeN/A
CapitalizationN/A
OCSGX vs VEXRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCSGX vs. VEXRX commentary
Dec 19, 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 Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.9B vs. OCSGX (781M). 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). OCSGX annual gain was more profitable for investors over the last year : 20.27 vs. VEXRX (17.14). VEXRX return over 5 years is better than : 22.14 vs. OCSGX (-29.16).
| 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 | 18.301 | 14.734 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 23.9B | 3% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 20.27 | 17.14 | 118% |
| Returns for 3 years | -15.52 | -11.87 | 131% |
| Returns for 5 years | -29.16 | 22.14 | -132% |
| Returns for 10 years | -45.36 | 37.47 | -121% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NEFSX | 47.39 | -0.20 | -0.42% |
| Natixis US Equity Opportunities A | |||
| RGIVX | 12.56 | -0.07 | -0.55% |
| ClearBridge Global Infrastructure Inc I | |||
| FSTSX | 16.46 | -0.11 | -0.66% |
| Fidelity Series International Sm Cap | |||
| LIDRX | 8.21 | -0.07 | -0.85% |
| Lord Abbett International Value R2 | |||
| VSCIX | 120.34 | -1.37 | -1.13% |
| Vanguard Small Cap Index I | |||