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OCSGX vs VEXRX
OCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRX
Optimum Small-Mid Cap Growth C
Price$7.27
Change+$0.01 (+0.14%)
VolumeN/A
Net Assets740.99M
Vanguard Explorer Adm
Price$112.19
Change+$0.09 (+0.08%)
VolumeN/A
Net Assets20.46B
OCSGX vs VEXRX Comparison Chart in %
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OCSGX vs. VEXRX commentary
Sep 18, 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: 20.5B vs. OCSGX (741M). VEXRX pays higher dividends than OCSGX: VEXRX (0.50) vs OCSGX (0.00). OCSGX was incepted earlier than VEXRX: OCSGX (22 years) vs VEXRX (24 years). OCSGX (2.29) 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 : 7.56 vs. VEXRX (0.31). VEXRX return over 5 years is better than : 12.25 vs. OCSGX (-40.30).
| OCSGX | VEXRX | OCSGX / VEXRX | |
| Total Expense Ratio | 2.19 | 0.33 | 664% |
| Annual Report Gross Expense Ratio | 2.29 | 0.33 | 694% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 4.913 | 4.913 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 20.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 7.56 | 0.31 | 2,405% |
| Returns for 3 years | 6.61 | 22.02 | 30% |
| Returns for 5 years | -40.30 | 12.25 | -329% |
| Returns for 10 years | -44.45 | 32.35 | -137% |
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