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OCSGX vs VEXRX
OCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRX
Optimum Small-Mid Cap Growth C
Price$6.55
Change+$0.07 (+1.08%)
VolumeN/A
Net Assets681.13M
Vanguard Explorer Adm
Price$103.78
Change+$1.11 (+1.08%)
VolumeN/A
Net Assets19.41B
OCSGX vs VEXRX Comparison Chart
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OCSGX vs. VEXRX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. OCSGX (681M). VEXRX pays higher dividends than OCSGX: VEXRX (0.54) 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: 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 : 0.46 vs. VEXRX (-4.02). VEXRX return over 5 years is better than : 6.60 vs. OCSGX (-40.13).
| 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 | -5.347 | -3.912 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 19.4B | 4% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 0.46 | -4.02 | -11% |
| Returns for 3 years | -6.96 | 4.83 | -144% |
| Returns for 5 years | -40.13 | 6.60 | -608% |
| Returns for 10 years | -53.31 | 12.14 | -439% |
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