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OCSGX vs VISGX
OCSGX vs VISGX Comparison
Open Charts OCSGX vs VISGX
Optimum Small-Mid Cap Growth C
Price$6.93
Change-$0.31 (-4.28%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.09
Change-$3.66 (-4.42%)
VolumeN/A
CapitalizationN/A
OCSGX vs VISGX Comparison Chart
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OCSGX vs. VISGX commentary
Dec 19, 2024
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: 40.7B vs. OCSGX (781M). 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 : 24.00 vs. OCSGX (20.27). VISGX return over 5 years is better than : 49.43 vs. OCSGX (-29.16).
| 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 | 18.301 | 21.973 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 40.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 20.27 | 24.00 | 84% |
| Returns for 3 years | -15.52 | 8.20 | -189% |
| Returns for 5 years | -29.16 | 49.43 | -59% |
| Returns for 10 years | -45.36 | 139.07 | -33% |
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