Interact to see
Advertisement
Advertisement
OCSGX vs VSGAX
OCSGX vs VSGAX Comparison
Open Charts OCSGX vs VSGAX
Optimum Small-Mid Cap Growth C
Price$6.73
Change-$0.08 (-1.17%)
VolumeN/A
Net Assets710.08M
Vanguard Small Cap Growth Index Admiral
Price$97.68
Change-$1.12 (-1.13%)
VolumeN/A
Net Assets36.92B
OCSGX vs VSGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCSGX vs. VSGAX commentary
Jul 16, 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: 36.9B vs. OCSGX (710M). VSGAX pays higher dividends than OCSGX: VSGAX (0.54) vs OCSGX (0.00). OCSGX was incepted earlier than VSGAX: OCSGX (22 years) vs VSGAX (14 years). OCSGX (2.41) is less costly to investors than VSGAX (0.07). OCSGX is a more actively managed with annual turnover of: 131.00 vs. VSGAX (21.00). 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 : 7.79 vs. OCSGX (-1.03). VSGAX return over 5 years is better than : 38.54 vs. OCSGX (-40.07).
| OCSGX | VSGAX | OCSGX / VSGAX | |
| Total Expense Ratio | 2.24 | 0.07 | 3,200% |
| Annual Report Gross Expense Ratio | 2.41 | 0.07 | 3,443% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -2.746 | 0.436 | -630% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 36.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | -1.03 | 7.79 | -13% |
| Returns for 3 years | 2.59 | 39.29 | 7% |
| Returns for 5 years | -40.07 | 38.54 | -104% |
| Returns for 10 years | -52.71 | 112.58 | -47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement