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OCSVX vs VISVX
OCSVX vs VISVX Comparison
Open Charts OCSVX vs VISVX
Optimum Small-Mid Cap Value C
Price$11.30
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets708.22M
Vanguard Small Cap Value Index I
Price$49.53
Change+$0.06 (+0.12%)
VolumeN/A
Net Assets58.32B
OCSVX vs VISVX Comparison Chart
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OCSVX vs. VISVX commentary
Jan 25, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. OCSVX (708M). VISVX pays higher dividends than OCSVX: VISVX (1.90) vs OCSVX (0.00). OCSVX was incepted earlier than VISVX: OCSVX (22 years) vs VISVX (27 years). OCSVX is a more actively managed with annual turnover of: 17.00 vs. VISVX (16.00). OCSVX has a lower initial minimum investment than VISVX: OCSVX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 18.09 vs. OCSVX (5.16). VISVX return over 5 years is better than : 54.50 vs. OCSVX (1.61).
| OCSVX | VISVX | OCSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 3.860 | 4.186 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 58.3B | 1% |
| Annual Yield % from dividends | 0.00 | 1.90 | - |
| Returns for 1 year | 5.16 | 18.09 | 29% |
| Returns for 3 years | -9.45 | 22.53 | -42% |
| Returns for 5 years | 1.61 | 54.50 | 3% |
| Returns for 10 years | -3.87 | 105.15 | -4% |
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