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OCSVX vs VISVX
OCSVX vs VISVX Comparison
Open Charts OCSVX vs VISVX
Optimum Small-Mid Cap Value C
Price$9.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets554.54M
Vanguard Small Cap Value Index I
Price$44.55
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets51.69B
OCSVX vs VISVX Comparison Chart
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OCSVX vs. VISVX commentary
May 11, 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. OCSVX (555M). VISVX pays higher dividends than OCSVX: VISVX (2.21) vs OCSVX (0.38). OCSVX was incepted earlier than VISVX: OCSVX (22 years) vs VISVX (27 years). OCSVX (2.39) is less costly to investors than VISVX (0.19). OCSVX is a more actively managed with annual turnover of: 26.00 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 : -0.89 vs. OCSVX (-13.80). VISVX return over 5 years is better than : 88.46 vs. OCSVX (22.10).
| OCSVX | VISVX | OCSVX / VISVX | |
| Total Expense Ratio | 2.25 | 0.19 | 1,184% |
| Annual Report Gross Expense Ratio | 2.39 | 0.19 | 1,258% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -9.099 | -6.143 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 555M | 51.7B | 1% |
| Annual Yield % from dividends | 0.38 | 2.21 | 17% |
| Returns for 1 year | -13.80 | -0.89 | 1,550% |
| Returns for 3 years | -13.42 | 18.88 | -71% |
| Returns for 5 years | 22.10 | 88.46 | 25% |
| Returns for 10 years | -20.68 | 78.82 | -26% |
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