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OCSGX vs VISGX
OCSGX vs VISGX Comparison
Open Charts OCSGX vs VISGX
Optimum Small-Mid Cap Growth C
Price$5.88
Change+$0.15 (+2.62%)
VolumeN/A
Net Assets602.43M
Vanguard Small Cap Growth Index I
Price$69.30
Change+$1.65 (+2.44%)
VolumeN/A
Net Assets33.7B
OCSGX vs VISGX Comparison Chart
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OCSGX vs. VISGX commentary
Apr 25, 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 VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33.7B vs. OCSGX (602M). 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 : -1.35 vs. OCSGX (-9.05). VISGX return over 5 years is better than : 44.81 vs. OCSGX (-36.47).
| 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 | -17.197 | -14.036 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 33.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -9.05 | -1.35 | 669% |
| Returns for 3 years | -21.93 | 3.98 | -551% |
| Returns for 5 years | -36.47 | 44.81 | -81% |
| Returns for 10 years | -58.51 | 83.16 | -70% |
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