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OISGX vs VEXPX
OISGX vs VEXPX Comparison
Open Charts OISGX vs VEXPX
Optimum Small-Mid Cap Growth Instl
Price$12.84
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets672.47M
OISGX vs VEXPX Comparison Chart
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OISGX vs. VEXPX commentary
Mar 09, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 21.4B vs. OISGX (672M). VEXPX pays higher dividends than OISGX: VEXPX (0.41) vs OISGX (0.00). OISGX was incepted earlier than VEXPX: OISGX (22 years) vs VEXPX (57 years). OISGX (1.41) is less costly to investors than VEXPX (0.45). 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 : -5.10 vs. VEXPX (-8.03). VEXPX return over 5 years is better than : 15.47 vs. OISGX (-3.17).
| OISGX | VEXPX | OISGX / VEXPX | |
| Total Expense Ratio | 1.24 | 0.45 | 276% |
| Annual Report Gross Expense Ratio | 1.41 | 0.45 | 313% |
| Fund Existence | 22 years | 57 years | - |
| Gain YTD | -9.641 | -6.420 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 21.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | -5.10 | -8.03 | 63% |
| Returns for 3 years | -4.25 | -0.09 | 4,879% |
| Returns for 5 years | -3.17 | 15.47 | -20% |
| Returns for 10 years | -18.48 | 12.93 | -143% |
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