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OCSVX vs VSIAX
OCSVX vs VSIAX Comparison
Open Charts OCSVX vs VSIAX
Optimum Small-Mid Cap Value C
Price$11.30
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets708.22M
Vanguard Small Cap Value Index Admiral
Price$88.75
Change+$0.10 (+0.11%)
VolumeN/A
Net Assets58.32B
OCSVX vs VSIAX Comparison Chart
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OCSVX vs. VSIAX commentary
Jan 25, 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 Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. OCSVX (708M). VSIAX pays higher dividends than OCSVX: VSIAX (2.01) vs OCSVX (0.00). OCSVX was incepted earlier than VSIAX: OCSVX (22 years) vs VSIAX (13 years). OCSVX is a more actively managed with annual turnover of: 17.00 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 : 18.13 vs. OCSVX (5.16). VSIAX return over 5 years is better than : 54.66 vs. OCSVX (1.61).
| OCSVX | VSIAX | OCSVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 3.860 | 4.203 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 58.3B | 1% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 5.16 | 18.13 | 28% |
| Returns for 3 years | -9.45 | 22.60 | -42% |
| Returns for 5 years | 1.61 | 54.66 | 3% |
| Returns for 10 years | -3.87 | 105.70 | -4% |
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