Interact to see
Advertisement
Advertisement
OISGX vs VEXPX
OISGX vs VEXPX Comparison
Open Charts OISGX vs VEXPX
Optimum Small-Mid Cap Growth Instl
Price$14.03
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets701.91M
OISGX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OISGX vs. VEXPX commentary
Aug 10, 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: 19.9B vs. OISGX (702M). VEXPX pays higher dividends than OISGX: VEXPX (0.40) 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: 131.00 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 : 6.77 vs. VEXPX (-0.47). VEXPX return over 5 years is better than : 3.23 vs. OISGX (-17.37).
| 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 | -1.267 | -1.044 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 702M | 19.9B | 4% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 6.77 | -0.47 | -1,440% |
| Returns for 3 years | 6.05 | 8.88 | 68% |
| Returns for 5 years | -17.37 | 3.23 | -538% |
| Returns for 10 years | -12.53 | 18.33 | -68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement