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OISGX vs VEXPX
OISGX vs VEXPX Comparison
Open Charts OISGX vs VEXPX
Optimum Small-Mid Cap Growth Instl
Price$13.27
Change-$0.24 (-1.78%)
VolumeN/A
Net Assets675.12M
OISGX vs VEXPX Comparison Chart
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OISGX vs. VEXPX commentary
Jun 15, 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 OISGX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. OISGX (675M). VEXPX pays higher dividends than OISGX: VEXPX (0.42) vs OISGX (0.00). OISGX was incepted earlier than VEXPX: OISGX (22 years) vs VEXPX (58 years). OISGX (1.41) is less costly to investors than VEXPX (0.44). OISGX is a more actively managed with annual turnover of: 132.00 vs. VEXPX (35.00). OISGX has a lower initial minimum investment than VEXPX: OISGX (0) vs VEXPX (3000). OISGX annual gain was more profitable for investors over the last year : -0.75 vs. VEXPX (-4.46). VEXPX return over 5 years is better than : 12.92 vs. OISGX (-8.29).
| OISGX | VEXPX | OISGX / VEXPX | |
| Total Expense Ratio | 1.24 | 0.44 | 282% |
| Annual Report Gross Expense Ratio | 1.41 | 0.44 | 320% |
| Fund Existence | 22 years | 58 years | - |
| Gain YTD | -6.615 | -4.593 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 19.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -0.75 | -4.46 | 17% |
| Returns for 3 years | 14.89 | 17.22 | 86% |
| Returns for 5 years | -8.29 | 12.92 | -64% |
| Returns for 10 years | -20.01 | 9.39 | -213% |
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