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OCSVX vs SSGSX
OCSVX vs SSGSX Comparison
Open Charts OCSVX vs SSGSX
Optimum Small-Mid Cap Value C
Price$10.82
Change-$0.12 (-1.10%)
VolumeN/A
Net Assets597.07M
Victory Sycamore Small Company Opp A
Price$46.38
Change-$0.51 (-1.09%)
VolumeN/A
Net Assets5.48B
OCSVX vs SSGSX Comparison Chart in %
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OCSVX vs. SSGSX commentary
Oct 10, 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 Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.48B vs. OCSVX (597M). SSGSX pays higher dividends than OCSVX: SSGSX (0.48) vs OCSVX (0.33). OCSVX was incepted earlier than SSGSX: OCSVX (22 years) vs SSGSX (27 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 : -4.01 vs. OCSVX (-8.78). SSGSX return over 5 years is better than : 20.41 vs. OCSVX (13.41).
| 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 | 27 years | - |
| Gain YTD | -0.551 | 0.991 | -56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 5.48B | 11% |
| Annual Yield % from dividends | 0.33 | 0.48 | 70% |
| Returns for 1 year | -8.78 | -4.01 | 219% |
| Returns for 3 years | 6.73 | 7.03 | 96% |
| Returns for 5 years | 13.41 | 20.41 | 66% |
| Returns for 10 years | -3.48 | 20.25 | -17% |
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