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OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
Optimum Small-Mid Cap Growth C
Price$6.97
Change-$0.13 (-1.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$78.95
Change-$1.26 (-1.57%)
VolumeN/A
CapitalizationN/A
OCSGX vs VSGIX Comparison Chart
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VS
OCSGX vs. VSGIX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. OCSGX (758M). VSGIX pays higher dividends than OCSGX: VSGIX (0.67) vs OCSGX (0.00). OCSGX was incepted earlier than VSGIX: OCSGX (21 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 : 32.38 vs. OCSGX (25.81). VSGIX return over 5 years is better than : 47.68 vs. OCSGX (-38.26).
| OCSGX | VSGIX | OCSGX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 13.889 | 16.261 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 35.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 25.81 | 32.38 | 80% |
| Returns for 3 years | -53.69 | -6.64 | 809% |
| Returns for 5 years | -38.26 | 47.68 | -80% |
| Returns for 10 years | -50.60 | 131.66 | -38% |