Ad is loading...
OISGX vs VISGX
OISGX vs VISGX Comparison
Open Charts OISGX vs VISGX
Optimum Small-Mid Cap Growth Instl
Price$13.87
Change-$0.45 (-3.14%)
VolumeN/A
Net Assets722.04M
Vanguard Small Cap Growth Index I
Price$78.45
Change-$2.53 (-3.12%)
VolumeN/A
Net Assets39.59B
OISGX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OISGX vs. VISGX commentary
Feb 23, 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 Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.6B vs. OISGX (722M). VISGX pays higher dividends than OISGX: VISGX (0.55) vs OISGX (0.00). OISGX was incepted earlier than VISGX: OISGX (22 years) vs VISGX (27 years). OISGX is a more actively managed with annual turnover of: 114.00 vs. VISGX (19.00). OISGX has a lower initial minimum investment than VISGX: OISGX (0) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 12.89 vs. OISGX (6.28). VISGX return over 5 years is better than : 35.36 vs. OISGX (-9.05).
| OISGX | VISGX | OISGX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -2.393 | -0.343 | 698% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 39.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 6.28 | 12.89 | 49% |
| Returns for 3 years | 0.22 | 19.23 | 1% |
| Returns for 5 years | -9.05 | 35.36 | -26% |
| Returns for 10 years | -13.69 | 115.44 | -12% |