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OISGX vs VEXPX
OISGX vs VEXPX Comparison
Open Charts OISGX vs VEXPX
Optimum Small-Mid Cap Growth Instl
Price$11.80
Change+$0.24 (+2.08%)
VolumeN/A
Net Assets589.94M
OISGX vs VEXPX Comparison Chart
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OISGX vs. VEXPX commentary
Apr 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 OISGX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. OISGX (590M). VEXPX pays higher dividends than OISGX: VEXPX (0.44) 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 : -10.32 vs. VEXPX (-12.91). VEXPX return over 5 years is better than : 15.74 vs. OISGX (-8.69).
| 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 | -18.649 | -14.754 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 590M | 19.8B | 3% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -10.32 | -12.91 | 80% |
| Returns for 3 years | -13.54 | -9.49 | 143% |
| Returns for 5 years | -8.69 | 15.74 | -55% |
| Returns for 10 years | -29.21 | -1.86 | 1,572% |
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