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OCSGX vs VSGAX
OCSGX vs VSGAX Comparison
Open Charts OCSGX vs VSGAX
Optimum Small-Mid Cap Growth C
Price$6.74
Change-$0.22 (-3.16%)
VolumeN/A
Net Assets722.04M
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
OCSGX vs VSGAX Comparison Chart
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OCSGX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. OCSGX (722M). VSGAX pays higher dividends than OCSGX: VSGAX (0.66) vs OCSGX (0.00). OCSGX was incepted earlier than VSGAX: OCSGX (22 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 : 12.95 vs. OCSGX (5.15). VSGAX return over 5 years is better than : 35.62 vs. OCSGX (-38.05).
| OCSGX | VSGAX | OCSGX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | -2.601 | -0.325 | 800% |
| 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 | 0.66 | - |
| Returns for 1 year | 5.15 | 12.95 | 40% |
| Returns for 3 years | -10.01 | 19.38 | -52% |
| Returns for 5 years | -38.05 | 35.62 | -107% |
| Returns for 10 years | -51.12 | 116.34 | -44% |
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