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OISGX vs VEXRX
OISGX vs VEXRX Comparison
Open Charts OISGX vs VEXRX
Optimum Small-Mid Cap Growth Instl
Price$15.23
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets735.02M
Vanguard Explorer Adm
Price$113.39
Change+$1.34 (+1.20%)
VolumeN/A
Net Assets20.56B
OISGX vs VEXRX Comparison Chart in %
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OISGX vs. VEXRX commentary
Oct 09, 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: 20.6B vs. OISGX (735M). VEXRX pays higher dividends than OISGX: VEXRX (0.49) 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 : 7.59 vs. VEXRX (-0.62). VEXRX return over 5 years is better than : 3.79 vs. OISGX (-20.15).
| 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 | 5.700 | 4.867 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 20.6B | 4% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 7.59 | -0.62 | -1,217% |
| Returns for 3 years | 25.06 | 27.95 | 90% |
| Returns for 5 years | -20.15 | 3.79 | -532% |
| Returns for 10 years | -0.07 | 33.42 | -0% |
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