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OCSGX vs VISGX
OCSGX vs VISGX Comparison
Open Charts OCSGX vs VISGX
Optimum Small-Mid Cap Growth C
Price$7.16
Change+$0.03 (+0.42%)
VolumeN/A
Net Assets770.9M
Vanguard Small Cap Growth Index I
Price$81.53
Change+$0.28 (+0.34%)
VolumeN/A
Net Assets38.1B
OCSGX vs VISGX Comparison Chart
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OCSGX vs. VISGX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.1B vs. OCSGX (771M). VISGX pays higher dividends than OCSGX: VISGX (0.55) vs OCSGX (0.00). OCSGX was incepted earlier than VISGX: OCSGX (21 years) vs VISGX (27 years). OCSGX is a more actively managed with annual turnover of: 114.00 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 : 24.93 vs. OCSGX (18.74). VISGX return over 5 years is better than : 41.67 vs. OCSGX (-32.77).
| OCSGX | VISGX | OCSGX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 3.468 | 3.570 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 38.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 18.74 | 24.93 | 75% |
| Returns for 3 years | -10.05 | 16.52 | -61% |
| Returns for 5 years | -32.77 | 41.67 | -79% |
| Returns for 10 years | -44.97 | 138.71 | -32% |
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