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OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
Optimum Small-Mid Cap Growth C
Price$6.15
Change+$0.12 (+1.99%)
VolumeN/A
Net Assets649.94M
Vanguard Small Cap Growth Index I
Price$72.41
Change+$1.21 (+1.70%)
VolumeN/A
Net Assets36.81B
OCSGX vs VSGIX Comparison Chart
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OCSGX vs. VSGIX commentary
Apr 04, 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 StrongBuy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. OCSGX (650M). 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 : -0.19 vs. OCSGX (-8.08). VSGIX return over 5 years is better than : 82.19 vs. OCSGX (-19.49).
| 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 | -12.861 | -9.642 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 36.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -8.08 | -0.19 | 4,236% |
| Returns for 3 years | -23.77 | 1.38 | -1,716% |
| Returns for 5 years | -19.49 | 82.19 | -24% |
| Returns for 10 years | -56.27 | 94.01 | -60% |
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