Ad is loading...
OCSVX vs VSIIX
OCSVX vs VSIIX Comparison
Open Charts OCSVX vs VSIIX
Optimum Small-Mid Cap Value C
Price$11.30
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets708.22M
Vanguard Small Cap Value Index I
Price$49.63
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets58.32B
OCSVX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCSVX vs. VSIIX commentary
Jan 25, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. OCSVX (708M). VSIIX pays higher dividends than OCSVX: VSIIX (2.02) vs OCSVX (0.00). OCSVX was incepted earlier than VSIIX: OCSVX (22 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 : 18.16 vs. OCSVX (5.16). VSIIX return over 5 years is better than : 54.71 vs. OCSVX (1.61).
| OCSVX | VSIIX | OCSVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 3.860 | 4.201 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 58.3B | 1% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | 5.16 | 18.16 | 28% |
| Returns for 3 years | -9.45 | 22.62 | -42% |
| Returns for 5 years | 1.61 | 54.71 | 3% |
| Returns for 10 years | -3.87 | 105.73 | -4% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers