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OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
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$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
OCSGX vs VSGIX Comparison Chart
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OCSGX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. OCSGX (722M). VSGIX pays higher dividends than OCSGX: VSGIX (0.67) vs OCSGX (0.00). OCSGX was incepted earlier than VSGIX: OCSGX (22 years) vs VSGIX (25 years). OCSGX is a more actively managed with annual turnover of: 114.00 vs. VSGIX (19.00). OCSGX has a lower initial minimum investment than VSGIX: OCSGX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.96 vs. OCSGX (5.15). VSGIX return over 5 years is better than : 35.64 vs. OCSGX (-38.05).
| OCSGX | VSGIX | OCSGX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -2.601 | -0.330 | 789% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 39.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 5.15 | 12.96 | 40% |
| Returns for 3 years | -10.01 | 19.39 | -52% |
| Returns for 5 years | -38.05 | 35.64 | -107% |
| Returns for 10 years | -51.12 | 116.38 | -44% |
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