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OISGX vs VEXRX
OISGX vs VEXRX Comparison
Open Charts OISGX vs VEXRX
Optimum Small-Mid Cap Growth Instl
Price$15.02
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets738.28M
Vanguard Explorer Adm
Price$112.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets20.46B
OISGX vs VEXRX Comparison Chart in %
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OISGX vs. VEXRX commentary
Sep 16, 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. OISGX (738M). VEXRX pays higher dividends than OISGX: VEXRX (0.50) vs OISGX (0.00). OISGX was incepted earlier than VEXRX: OISGX (22 years) vs VEXRX (24 years). OISGX (1.29) is less costly to investors than VEXRX (0.33). OISGX is a more actively managed with annual turnover of: 131.00 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 : 10.57 vs. VEXRX (0.80). VEXRX return over 5 years is better than : 11.48 vs. OISGX (-9.72).
| OISGX | VEXRX | OISGX / VEXRX | |
| Total Expense Ratio | 1.19 | 0.33 | 361% |
| Annual Report Gross Expense Ratio | 1.29 | 0.33 | 391% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 5.278 | 4.913 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 738M | 20.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 10.57 | 0.80 | 1,323% |
| Returns for 3 years | 16.06 | 22.02 | 73% |
| Returns for 5 years | -9.72 | 11.48 | -85% |
| Returns for 10 years | -2.48 | 32.35 | -8% |
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