Ad is loading...
OISGX vs VEXPX
OISGX vs VEXPX Comparison
Open Charts OISGX vs VEXPX
Optimum Small-Mid Cap Growth Instl
Price$14.23
Change-$0.63 (-4.24%)
VolumeN/A
CapitalizationN/A
OISGX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OISGX vs. VEXPX commentary
Dec 19, 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 OISGX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 23.9B vs. OISGX (781M). VEXPX pays higher dividends than OISGX: VEXPX (0.48) vs OISGX (0.00). OISGX was incepted earlier than VEXPX: OISGX (21 years) vs VEXPX (57 years). OISGX is a more actively managed with annual turnover of: 114.00 vs. VEXPX (40.00). 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 : 21.41 vs. VEXPX (17.01). VEXPX return over 5 years is better than : 22.08 vs. OISGX (3.99).
| OISGX | VEXPX | OISGX / VEXPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 57 years | - |
| Gain YTD | 19.453 | 14.606 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 23.9B | 3% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 21.41 | 17.01 | 126% |
| Returns for 3 years | -6.01 | -11.82 | 51% |
| Returns for 5 years | 3.99 | 22.08 | 18% |
| Returns for 10 years | -3.57 | 37.31 | -10% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NECCX | 17.29 | -0.08 | -0.46% |
| Natixis US Equity Opportunities C | |||
| RGSVX | 12.59 | -0.08 | -0.63% |
| ClearBridge Global Infrastructure Inc IS | |||
| JANWX | 111.50 | -0.81 | -0.72% |
| Janus Henderson Global Research D | |||
| LIRRX | 8.09 | -0.07 | -0.86% |
| Lord Abbett International Value R3 | |||
| VSMAX | 120.34 | -1.37 | -1.13% |
| Vanguard Small Cap Index Admiral Shares | |||