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OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
Optimum Small-Mid Cap Growth C
Price$5.88
Change+$0.15 (+2.62%)
VolumeN/A
Net Assets602.43M
Vanguard Small Cap Growth Index I
Price$69.39
Change+$1.64 (+2.42%)
VolumeN/A
Net Assets33.7B
OCSGX vs VSGIX Comparison Chart
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OCSGX vs. VSGIX commentary
Apr 25, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. OCSGX (602M). VSGIX pays higher dividends than OCSGX: VSGIX (0.61) vs OCSGX (0.00). OCSGX was incepted earlier than VSGIX: OCSGX (22 years) vs VSGIX (25 years). OCSGX (2.41) is less costly to investors than VSGIX (0.06). OCSGX is a more actively managed with annual turnover of: 132.00 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 : -1.29 vs. OCSGX (-9.05). VSGIX return over 5 years is better than : 45.11 vs. OCSGX (-36.47).
| OCSGX | VSGIX | OCSGX / VSGIX | |
| Total Expense Ratio | 2.24 | 0.06 | 3,733% |
| Annual Report Gross Expense Ratio | 2.41 | 0.06 | 4,017% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -17.197 | -14.020 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 33.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -9.05 | -1.29 | 703% |
| Returns for 3 years | -21.93 | 4.10 | -534% |
| Returns for 5 years | -36.47 | 45.11 | -81% |
| Returns for 10 years | -58.51 | 83.98 | -70% |
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