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OISGX vs VEXRX
OISGX vs VEXRX Comparison
Open Charts OISGX vs VEXRX
Optimum Small-Mid Cap Growth Instl
Price$12.90
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets661.24M
OISGX vs VEXRX Comparison Chart
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OISGX vs. VEXRX commentary
May 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. OISGX (661M). VEXRX pays higher dividends than OISGX: VEXRX (0.57) vs OISGX (0.00). OISGX was incepted earlier than VEXRX: OISGX (22 years) vs VEXRX (24 years). OISGX (1.41) is less costly to investors than VEXRX (0.33). 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 : -3.08 vs. VEXRX (-6.54). VEXRX return over 5 years is better than : 12.50 vs. OISGX (-10.66).
| OISGX | VEXRX | OISGX / VEXRX | |
| Total Expense Ratio | 1.24 | 0.33 | 376% |
| Annual Report Gross Expense Ratio | 1.41 | 0.33 | 427% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -9.219 | -6.673 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 18.9B | 3% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -3.08 | -6.54 | 47% |
| Returns for 3 years | 8.04 | 11.32 | 71% |
| Returns for 5 years | -10.66 | 12.50 | -85% |
| Returns for 10 years | -20.76 | 9.61 | -216% |
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