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OCSGX vs VEXRX
OCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRX
Optimum Small-Mid Cap Growth C
Price$6.80
Change-$0.03 (-0.44%)
VolumeN/A
Net Assets707.22M
Vanguard Explorer Adm
Price$106.17
Change-$0.12 (-0.11%)
VolumeN/A
Net Assets19.88B
OCSGX vs VEXRX Comparison Chart in %
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OCSGX vs. VEXRX commentary
Aug 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 Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.9B vs. OCSGX (707M). 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 (2.41) 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 : 7.77 vs. VEXRX (1.75). VEXRX return over 5 years is better than : 3.75 vs. OCSGX (-43.62).
| 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 | -1.734 | -0.524 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 19.9B | 4% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 7.77 | 1.75 | 445% |
| Returns for 3 years | -5.82 | 8.22 | -71% |
| Returns for 5 years | -43.62 | 3.75 | -1,163% |
| Returns for 10 years | -50.22 | 19.42 | -259% |
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