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OISGX vs VEXRX
OISGX vs VEXRX Comparison
Open Charts OISGX vs VEXRX
Optimum Small-Mid Cap Growth Instl
Price$12.66
Change+$0.23 (+1.85%)
VolumeN/A
Net Assets649.94M
OISGX vs VEXRX Comparison Chart
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OISGX vs. VEXRX commentary
Apr 03, 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 StrongBuy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. OISGX (650M). VEXRX pays higher dividends than OISGX: VEXRX (0.56) vs OISGX (0.00). OISGX was incepted earlier than VEXRX: OISGX (22 years) vs VEXRX (23 years). OISGX (1.41) is less costly to investors than VEXRX (0.34). OISGX is a more actively managed with annual turnover of: 132.00 vs. VEXRX (35.00). OISGX has a lower initial minimum investment than VEXRX: OISGX (0) vs VEXRX (50000). OISGX annual gain was more profitable for investors over the last year : -7.03 vs. VEXRX (-10.98). VEXRX return over 5 years is better than : 44.60 vs. OISGX (18.38).
| OISGX | VEXRX | OISGX / VEXRX | |
| Total Expense Ratio | 1.24 | 0.34 | 365% |
| Annual Report Gross Expense Ratio | 1.41 | 0.34 | 415% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -12.526 | -8.900 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 21.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -7.03 | -10.98 | 64% |
| Returns for 3 years | -15.04 | -9.93 | 151% |
| Returns for 5 years | 18.38 | 44.60 | 41% |
| Returns for 10 years | -22.75 | 6.62 | -343% |
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