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OCSVX vs VSIAX
OCSVX vs VSIAX Comparison
Open Charts OCSVX vs VSIAX
Optimum Small-Mid Cap Value C
Price$11.89
Change-$0.11 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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OCSVX vs VSIAX Comparison Chart
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OCSVX vs. VSIAX commentary
Sep 21, 2024
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: 57.3B vs. OCSVX (695M). VSIAX pays higher dividends than OCSVX: VSIAX (2.01) vs OCSVX (0.00). OCSVX was incepted earlier than VSIAX: OCSVX (21 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 : 25.86 vs. OCSVX (20.59). VSIAX return over 5 years is better than : 57.13 vs. OCSVX (10.61).
| OCSVX | VSIAX | OCSVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 8.584 | 11.368 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 57.3B | 1% |
| Annual Yield % from dividends | 0.00 | 2.01 | - |
| Returns for 1 year | 20.59 | 25.86 | 80% |
| Returns for 3 years | -7.01 | 21.48 | -33% |
| Returns for 5 years | 10.61 | 57.13 | 19% |
| Returns for 10 years | -6.29 | 109.18 | -6% |