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OCSVX vs VSIAX
OCSVX vs VSIAX Comparison
Open Charts OCSVX vs VSIAX
Optimum Small-Mid Cap Value C
Price$10.74
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets597.91M
Vanguard Small Cap Value Index Admiral
Price$86.12
Change-$0.09 (-0.10%)
VolumeN/A
Net Assets55.61B
OCSVX vs VSIAX Comparison Chart in %
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OCSVX vs. VSIAX commentary
Jul 19, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. OCSVX (598M). VSIAX pays higher dividends than OCSVX: VSIAX (2.11) vs OCSVX (0.35). 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 : 3.49 vs. OCSVX (-7.89). VSIAX return over 5 years is better than : 87.67 vs. OCSVX (24.13).
| 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 | -1.011 | 1.515 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 55.6B | 1% |
| Annual Yield % from dividends | 0.35 | 2.11 | 17% |
| Returns for 1 year | -7.89 | 3.49 | -226% |
| Returns for 3 years | 0.04 | 34.57 | 0% |
| Returns for 5 years | 24.13 | 87.67 | 28% |
| Returns for 10 years | -8.84 | 95.17 | -9% |
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