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OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
Optimum Small-Mid Cap Growth C
Price$7.16
Change+$0.03 (+0.42%)
VolumeN/A
Net Assets770.9M
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
OCSGX vs VSGIX Comparison Chart
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VS
VS
OCSGX vs. VSGIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. OCSGX (771M). 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 : 25.00 vs. OCSGX (18.74). VSGIX return over 5 years is better than : 41.97 vs. OCSGX (-32.77).
| 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 | 3.468 | 3.577 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 38.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 18.74 | 25.00 | 75% |
| Returns for 3 years | -10.05 | 16.70 | -60% |
| Returns for 5 years | -32.77 | 41.97 | -78% |
| Returns for 10 years | -44.97 | 139.86 | -32% |
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