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OCSVX vs SSGSX
OCSVX vs SSGSX Comparison
Open Charts OCSVX vs SSGSX
Optimum Small-Mid Cap Value C
Price$10.48
Change-$0.09 (-0.85%)
VolumeN/A
Net Assets578.93M
Victory Sycamore Small Company Opp A
Price$44.14
Change-$0.11 (-0.25%)
VolumeN/A
Net Assets5.37B
OCSVX vs SSGSX Comparison Chart in %
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OCSVX vs. SSGSX commentary
Aug 08, 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: 5.37B vs. OCSVX (579M). 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 (2.39) 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). OCSVX annual gain was more profitable for investors over the last year : -3.99 vs. SSGSX (-5.72). SSGSX (14.39) and OCSVX (14.25) have equivalent 5 years return.
| OCSVX | SSGSX | OCSVX / SSGSX | |
| Total Expense Ratio | 2.25 | 1.26 | 179% |
| Annual Report Gross Expense Ratio | 2.39 | 1.26 | 190% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -3.676 | -4.695 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 5.37B | 11% |
| Annual Yield % from dividends | 0.34 | 0.50 | 69% |
| Returns for 1 year | -3.99 | -5.72 | 70% |
| Returns for 3 years | -8.50 | -7.36 | 116% |
| Returns for 5 years | 14.25 | 14.39 | 99% |
| Returns for 10 years | -8.14 | 14.31 | -57% |
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