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OCSGX vs VSGAX
OCSGX vs VSGAX Comparison
Open Charts OCSGX vs VSGAX
Optimum Small-Mid Cap Growth C
Price$6.97
Change-$0.13 (-1.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.58
Change-$1.57 (-1.57%)
VolumeN/A
CapitalizationN/A
OCSGX vs VSGAX Comparison Chart
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OCSGX vs. VSGAX commentary
Nov 18, 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 Buy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.8B vs. OCSGX (758M). VSGAX pays higher dividends than OCSGX: VSGAX (0.66) vs OCSGX (0.00). OCSGX was incepted earlier than VSGAX: OCSGX (21 years) vs VSGAX (13 years). OCSGX is a more actively managed with annual turnover of: 114.00 vs. VSGAX (19.00). OCSGX has a lower initial minimum investment than VSGAX: OCSGX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 32.36 vs. OCSGX (25.81). VSGAX return over 5 years is better than : 47.65 vs. OCSGX (-38.26).
| OCSGX | VSGAX | OCSGX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 13.889 | 16.259 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 35.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 25.81 | 32.36 | 80% |
| Returns for 3 years | -53.69 | -6.65 | 807% |
| Returns for 5 years | -38.26 | 47.65 | -80% |
| Returns for 10 years | -50.60 | 131.60 | -38% |
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