OCSGX
Price
$7.17
Change
+$0.03 (+0.42%)
Updated
Aug 27 closing price
Net Assets
729.42M
VEXRX
Price
$111.07
Change
+$0.65 (+0.59%)
Updated
Aug 27 closing price
Net Assets
19.88B
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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$7.17
Change+$0.03 (+0.42%)
VolumeN/A
Net Assets729.42M
Vanguard Explorer Adm
Price$111.07
Change+$0.65 (+0.59%)
VolumeN/A
Net Assets19.88B
OCSGX vs VEXRX Comparison Chart in %
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OCSGX vs. VEXRX commentary
Aug 28, 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.

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FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.9B vs. OCSGX (729M). 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 (2.29) 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 : 4.98 vs. VEXRX (-1.78). VEXRX return over 5 years is better than : 6.48 vs. OCSGX (-41.94).
OCSGXVEXRXOCSGX / VEXRX
Total Expense Ratio2.190.33664%
Annual Report Gross Expense Ratio2.290.33694%
Fund Existence22 years24 years-
Gain YTD3.6133.341108%
Front LoadN/AN/A-
Min. Initial Investment1000500002%
Min. Initial Investment IRAN/AN/A-
Net Assets729M19.9B4%
Annual Yield % from dividends0.000.52-
Returns for 1 year4.98-1.78-279%
Returns for 3 years1.4114.949%
Returns for 5 years-41.946.48-647%
Returns for 10 years-45.4329.26-155%
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