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OCSGX vs VEXRX
OCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRX
Optimum Small-Mid Cap Growth C
Price$7.36
Change+$0.11 (+1.52%)
VolumeN/A
Net Assets735.02M
Vanguard Explorer Adm
Price$113.39
Change+$1.34 (+1.20%)
VolumeN/A
Net Assets20.56B
OCSGX vs VEXRX Comparison Chart in %
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OCSGX vs. VEXRX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.6B vs. OCSGX (735M). VEXRX pays higher dividends than OCSGX: VEXRX (0.49) 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 : 6.46 vs. VEXRX (-0.62). VEXRX return over 5 years is better than : 3.79 vs. OCSGX (-45.65).
| 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 | 4.769 | 4.867 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 20.6B | 4% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 6.46 | -0.62 | -1,035% |
| Returns for 3 years | 12.23 | 27.95 | 44% |
| Returns for 5 years | -45.65 | 3.79 | -1,204% |
| Returns for 10 years | -43.45 | 33.42 | -130% |
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