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OCSGX vs VISGX
OCSGX vs VISGX Comparison
Open Charts OCSGX vs VISGX
Optimum Small-Mid Cap Growth C
Price$5.71
Change-$0.44 (-7.15%)
VolumeN/A
Net Assets662.38M
Vanguard Small Cap Growth Index I
Price$67.50
Change-$4.81 (-6.65%)
VolumeN/A
Net Assets36.81B
OCSGX vs VISGX Comparison Chart
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OCSGX vs. VISGX commentary
Apr 04, 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 StrongBuy and VISGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. OCSGX (662M). VISGX pays higher dividends than OCSGX: VISGX (0.46) vs OCSGX (0.00). OCSGX was incepted earlier than VISGX: OCSGX (22 years) vs VISGX (27 years). OCSGX (2.41) is less costly to investors than VISGX (0.19). OCSGX is a more actively managed with annual turnover of: 132.00 vs. VISGX (19.00). OCSGX has a lower initial minimum investment than VISGX: OCSGX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 1.00 vs. OCSGX (-6.53). VISGX return over 5 years is better than : 84.92 vs. OCSGX (-17.89).
| OCSGX | VISGX | OCSGX / VISGX | |
| Total Expense Ratio | 2.24 | 0.19 | 1,179% |
| Annual Report Gross Expense Ratio | 2.41 | 0.19 | 1,268% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -11.127 | -8.114 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 36.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -6.53 | 1.00 | -650% |
| Returns for 3 years | -22.54 | 2.11 | -1,067% |
| Returns for 5 years | -17.89 | 84.92 | -21% |
| Returns for 10 years | -55.56 | 95.21 | -58% |
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