Ad is loading...
OCSVX vs VISVX
OCSVX vs VISVX Comparison
Open Charts OCSVX vs VISVX
Optimum Small-Mid Cap Value C
Price$12.53
Change-$0.08 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.97
Change-$0.46 (-0.91%)
VolumeN/A
CapitalizationN/A
OCSVX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCSVX vs. VISVX commentary
Nov 15, 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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. OCSVX (726M). VISVX pays higher dividends than OCSVX: VISVX (1.90) vs OCSVX (0.00). OCSVX was incepted earlier than VISVX: OCSVX (21 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 : 29.91 vs. OCSVX (25.97). VISVX return over 5 years is better than : 59.86 vs. OCSVX (12.03).
| OCSVX | VISVX | OCSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 15.160 | 17.294 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 57.6B | 1% |
| Annual Yield % from dividends | 0.00 | 1.90 | - |
| Returns for 1 year | 25.97 | 29.91 | 87% |
| Returns for 3 years | -9.57 | 15.16 | -63% |
| Returns for 5 years | 12.03 | 59.86 | 20% |
| Returns for 10 years | -1.16 | 111.98 | -1% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers