Interact to see
Advertisement
Advertisement
OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
Optimum Small-Mid Cap Growth C
Price$6.55
Change+$0.07 (+1.08%)
VolumeN/A
Net Assets681.13M
Vanguard Small Cap Growth Index I
Price$76.52
Change+$0.78 (+1.03%)
VolumeN/A
Net Assets34.95B
OCSGX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCSGX vs. VSGIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. OCSGX (681M). VSGIX pays higher dividends than OCSGX: VSGIX (0.58) 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 (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 : 8.12 vs. OCSGX (0.46). VSGIX return over 5 years is better than : 34.06 vs. OCSGX (-40.13).
| 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 | -5.347 | -3.880 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 35B | 2% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 0.46 | 8.12 | 6% |
| Returns for 3 years | -6.96 | 23.03 | -30% |
| Returns for 5 years | -40.13 | 34.06 | -118% |
| Returns for 10 years | -53.31 | 105.73 | -50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VOOG | 380.76 | 4.07 | +1.08% |
| Vanguard S&P 500 Growth ETF | |||
| MHN | 9.72 | 0.01 | +0.10% |
| Blackrock Muniholdings NEW York Quality Fund | |||
| MSFO | 17.46 | -0.01 | -0.06% |
| YieldMax MSFT Option Income Strategy ETF | |||
| BTZ | 10.72 | -0.01 | -0.09% |
| BlackRock Credit Allocation Income Trust | |||
| NUSA | 23.10 | -0.06 | -0.26% |
| Nuveen ESG 1-5 Year US Aggt Bd ETF | |||