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OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
Optimum Small-Mid Cap Growth C
Price$6.73
Change-$0.08 (-1.17%)
VolumeN/A
Net Assets710.08M
Vanguard Small Cap Growth Index I
Price$78.23
Change-$0.89 (-1.12%)
VolumeN/A
Net Assets36.92B
OCSGX vs VSGIX Comparison Chart in %
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OCSGX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. OCSGX (710M). VSGIX pays higher dividends than OCSGX: VSGIX (0.55) 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: 131.00 vs. VSGIX (21.00). 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 : 7.79 vs. OCSGX (-1.03). VSGIX return over 5 years is better than : 38.56 vs. OCSGX (-40.07).
| 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 | -2.746 | 0.429 | -640% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 36.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | -1.03 | 7.79 | -13% |
| Returns for 3 years | 2.59 | 39.30 | 7% |
| Returns for 5 years | -40.07 | 38.56 | -104% |
| Returns for 10 years | -52.71 | 112.59 | -47% |