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OCSVX vs SSGSX
OCSVX vs SSGSX Comparison
Open Charts OCSVX vs SSGSX
Optimum Small-Mid Cap Value C
Price$11.05
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets605.43M
Victory Sycamore Small Company Opp A
Price$47.18
Change-$0.11 (-0.23%)
VolumeN/A
Net Assets5.63B
OCSVX vs SSGSX Comparison Chart in %
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OCSVX vs. SSGSX commentary
Aug 29, 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 OCSVX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.63B vs. OCSVX (605M). SSGSX pays higher dividends than OCSVX: SSGSX (0.50) vs OCSVX (0.34). OCSVX was incepted earlier than SSGSX: OCSVX (22 years) vs SSGSX (26 years). OCSVX (2.33) is less costly to investors than SSGSX (1.26). OCSVX is a more actively managed with annual turnover of: 117.00 vs. SSGSX (37.00). OCSVX has a lower initial minimum investment than SSGSX: OCSVX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -3.93 vs. OCSVX (-5.00). SSGSX return over 5 years is better than : 20.68 vs. OCSVX (18.37).
| OCSVX | SSGSX | OCSVX / SSGSX | |
| Total Expense Ratio | 2.24 | 1.26 | 178% |
| Annual Report Gross Expense Ratio | 2.33 | 1.26 | 185% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 1.746 | 1.852 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 5.63B | 11% |
| Annual Yield % from dividends | 0.34 | 0.50 | 69% |
| Returns for 1 year | -5.00 | -3.93 | 127% |
| Returns for 3 years | -3.09 | -0.85 | 365% |
| Returns for 5 years | 18.37 | 20.68 | 89% |
| Returns for 10 years | -0.64 | 24.03 | -3% |
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