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OCSVX vs VISVX
OCSVX vs VISVX Comparison
Open Charts OCSVX vs VISVX
Optimum Small-Mid Cap Value C
Price$9.22
Change+$0.09 (+0.99%)
VolumeN/A
Net Assets571.18M
Vanguard Small Cap Value Index I
Price$41.12
Change+$0.53 (+1.31%)
VolumeN/A
Net Assets53.62B
OCSVX vs VISVX Comparison Chart
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OCSVX vs. VISVX commentary
Apr 12, 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: 53.6B vs. OCSVX (571M). VISVX pays higher dividends than OCSVX: VISVX (2.14) vs OCSVX (0.36). 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 : -7.72 vs. OCSVX (-18.94). VISVX return over 5 years is better than : 76.32 vs. OCSVX (15.12).
| 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 | -16.085 | -14.486 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 53.6B | 1% |
| Annual Yield % from dividends | 0.36 | 2.14 | 17% |
| Returns for 1 year | -18.94 | -7.72 | 245% |
| Returns for 3 years | -25.05 | 0.22 | -11,569% |
| Returns for 5 years | 15.12 | 76.32 | 20% |
| Returns for 10 years | -26.07 | 60.70 | -43% |
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