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OCSVX vs VSIIX
OCSVX vs VSIIX Comparison
Open Charts OCSVX vs VSIIX
Optimum Small-Mid Cap Value C
Price$10.85
Change+$0.12 (+1.12%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.93
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
OCSVX vs VSIIX Comparison Chart
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OCSVX vs. VSIIX commentary
Dec 23, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. OCSVX (681M). 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 : 11.87 vs. OCSVX (-0.50). VSIIX return over 5 years is better than : 47.36 vs. OCSVX (-3.30).
| 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 | -0.595 | 11.356 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 63B | 1% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | -0.50 | 11.87 | -4% |
| Returns for 3 years | -12.71 | 15.75 | -81% |
| Returns for 5 years | -3.30 | 47.36 | -7% |
| Returns for 10 years | -10.42 | 97.15 | -11% |
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