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OCSVX vs VSIAX
OCSVX vs VSIAX Comparison
Open Charts OCSVX vs VSIAX
Optimum Small-Mid Cap Value C
Price$9.22
Change+$0.09 (+0.99%)
VolumeN/A
Net Assets571.18M
Vanguard Small Cap Value Index Admiral
Price$73.67
Change+$0.95 (+1.31%)
VolumeN/A
Net Assets53.62B
OCSVX vs VSIAX Comparison Chart
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OCSVX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. OCSVX (571M). VSIAX pays higher dividends than OCSVX: VSIAX (2.27) 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: 26.00 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 : -7.70 vs. OCSVX (-18.94). VSIAX return over 5 years is better than : 76.44 vs. OCSVX (15.12).
| 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 | -16.085 | -14.477 | 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 | 2.27 | 16% |
| Returns for 1 year | -18.94 | -7.70 | 246% |
| Returns for 3 years | -25.05 | 0.27 | -9,253% |
| Returns for 5 years | 15.12 | 76.44 | 20% |
| Returns for 10 years | -26.07 | 61.05 | -43% |
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