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OCSGX vs VISGX
OCSGX vs VISGX Comparison
Open Charts OCSGX vs VISGX
Optimum Small-Mid Cap Growth C
Price$6.74
Change-$0.22 (-3.16%)
VolumeN/A
Net Assets722.04M
Vanguard Small Cap Growth Index I
Price$78.45
Change-$2.53 (-3.12%)
VolumeN/A
Net Assets39.59B
OCSGX vs VISGX Comparison Chart
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OCSGX vs. VISGX commentary
Feb 23, 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 Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.6B vs. OCSGX (722M). VISGX pays higher dividends than OCSGX: VISGX (0.55) vs OCSGX (0.00). OCSGX was incepted earlier than VISGX: OCSGX (22 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 : 12.89 vs. OCSGX (5.15). VISGX return over 5 years is better than : 35.36 vs. OCSGX (-38.05).
| OCSGX | VISGX | OCSGX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -2.601 | -0.343 | 758% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 39.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 5.15 | 12.89 | 40% |
| Returns for 3 years | -10.01 | 19.23 | -52% |
| Returns for 5 years | -38.05 | 35.36 | -108% |
| Returns for 10 years | -51.12 | 115.44 | -44% |