Ad is loading...
OCSVX vs VISVX
OCSVX vs VISVX Comparison
Open Charts OCSVX vs VISVX
Optimum Small-Mid Cap Value C
Price$11.89
Change-$0.11 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
OCSVX vs VISVX Comparison Chart
Loading...
OCSVX vs. VISVX commentary
Sep 21, 2024
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: 57.3B vs. OCSVX (695M). VISVX pays higher dividends than OCSVX: VISVX (1.90) vs OCSVX (0.00). OCSVX was incepted earlier than VISVX: OCSVX (21 years) vs VISVX (26 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 : 25.80 vs. OCSVX (20.59). VISVX return over 5 years is better than : 56.98 vs. OCSVX (10.61).
| OCSVX | VISVX | OCSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 8.584 | 11.310 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 57.3B | 1% |
| Annual Yield % from dividends | 0.00 | 1.90 | - |
| Returns for 1 year | 20.59 | 25.80 | 80% |
| Returns for 3 years | -7.01 | 21.42 | -33% |
| Returns for 5 years | 10.61 | 56.98 | 19% |
| Returns for 10 years | -6.29 | 108.54 | -6% |