Interact to see
Advertisement
Advertisement
OCSVX vs VSIAX
OCSVX vs VSIAX Comparison
Open Charts OCSVX vs VSIAX
Optimum Small-Mid Cap Value C
Price$10.28
Change-$0.09 (-0.87%)
VolumeN/A
Net Assets578.11M
Vanguard Small Cap Value Index Admiral
Price$82.82
Change-$0.76 (-0.91%)
VolumeN/A
Net Assets54.02B
OCSVX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCSVX vs. VSIAX commentary
Jun 26, 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 StrongBuy and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. OCSVX (578M). VSIAX pays higher dividends than OCSVX: VSIAX (2.23) vs OCSVX (0.36). OCSVX was incepted earlier than VSIAX: OCSVX (22 years) vs VSIAX (14 years). OCSVX (2.39) is less costly to investors than VSIAX (0.07). OCSVX is a more actively managed with annual turnover of: 117.00 vs. VSIAX (16.00). OCSVX has a lower initial minimum investment than VSIAX: OCSVX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 7.22 vs. OCSVX (-6.25). VSIAX return over 5 years is better than : 93.75 vs. OCSVX (25.38).
| OCSVX | VSIAX | OCSVX / VSIAX | |
| Total Expense Ratio | 2.25 | 0.07 | 3,214% |
| Annual Report Gross Expense Ratio | 2.39 | 0.07 | 3,414% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -5.515 | -1.705 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 578M | 54B | 1% |
| Annual Yield % from dividends | 0.36 | 2.23 | 16% |
| Returns for 1 year | -6.25 | 7.22 | -87% |
| Returns for 3 years | -6.42 | 28.45 | -23% |
| Returns for 5 years | 25.38 | 93.75 | 27% |
| Returns for 10 years | -17.29 | 84.83 | -20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TADGX | 81.29 | N/A | N/A |
| T. Rowe Price Dividend Growth Advisor | |||
| PADEX | 21.80 | N/A | N/A |
| Putnam Dynamic Asset Allocation Gr R5 | |||
| BRSPX | 13.25 | N/A | N/A |
| MFS Blended Research Small Cap Eq R1 | |||
| AISZX | 16.65 | N/A | N/A |
| Alger SmallCap Growth Institutional Z-2 | |||
| IVOIX | 18.59 | -0.22 | -1.17% |
| Macquarie Mid Cap Income Opps I | |||