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OISGX vs VEXRX
OISGX vs VEXRX Comparison
Open Charts OISGX vs VEXRX
Optimum Small-Mid Cap Growth Instl
Price$11.80
Change+$0.24 (+2.08%)
VolumeN/A
Net Assets589.94M
OISGX vs VEXRX Comparison Chart
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OISGX vs. VEXRX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. OISGX (590M). 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 : -10.32 vs. VEXRX (-12.82). VEXRX return over 5 years is better than : 15.80 vs. OISGX (-8.69).
| 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 | -18.649 | -14.722 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 590M | 19.8B | 3% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -10.32 | -12.82 | 81% |
| Returns for 3 years | -13.54 | -9.40 | 144% |
| Returns for 5 years | -8.69 | 15.80 | -55% |
| Returns for 10 years | -29.21 | -1.76 | 1,656% |
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