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OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
Optimum Small-Mid Cap Growth C
Price$6.93
Change-$0.31 (-4.28%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.22
Change-$3.67 (-4.43%)
VolumeN/A
CapitalizationN/A
OCSGX vs VSGIX Comparison Chart
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OCSGX vs. VSGIX commentary
Dec 19, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. OCSGX (781M). 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 : 24.05 vs. OCSGX (20.27). VSGIX return over 5 years is better than : 49.74 vs. OCSGX (-29.16).
| 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 | 18.301 | 22.063 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 40.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 20.27 | 24.05 | 84% |
| Returns for 3 years | -15.52 | 8.34 | -186% |
| Returns for 5 years | -29.16 | 49.74 | -59% |
| Returns for 10 years | -45.36 | 140.25 | -32% |
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