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OCSVX vs VSIIX
OCSVX vs VSIIX Comparison
Open Charts OCSVX vs VSIIX
Optimum Small-Mid Cap Value C
Price$12.53
Change-$0.08 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.05
Change-$0.46 (-0.91%)
VolumeN/A
CapitalizationN/A
OCSVX vs VSIIX Comparison Chart
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OCSVX vs. VSIIX commentary
Nov 15, 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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. OCSVX (726M). VSIIX pays higher dividends than OCSVX: VSIIX (2.02) vs OCSVX (0.00). OCSVX was incepted earlier than VSIIX: OCSVX (21 years) vs VSIIX (25 years). OCSVX is a more actively managed with annual turnover of: 17.00 vs. VSIIX (16.00). OCSVX has a lower initial minimum investment than VSIIX: OCSVX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 29.93 vs. OCSVX (25.97). VSIIX return over 5 years is better than : 60.02 vs. OCSVX (12.03).
| OCSVX | VSIIX | OCSVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 15.160 | 17.351 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 57.6B | 1% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | 25.97 | 29.93 | 87% |
| Returns for 3 years | -9.57 | 15.23 | -63% |
| Returns for 5 years | 12.03 | 60.02 | 20% |
| Returns for 10 years | -1.16 | 112.62 | -1% |
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