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OISGX vs VISGX
OISGX vs VISGX Comparison
Open Charts OISGX vs VISGX
Optimum Small-Mid Cap Growth Instl
Price$12.66
Change+$0.23 (+1.85%)
VolumeN/A
Net Assets649.94M
Vanguard Small Cap Growth Index I
Price$72.31
Change+$1.20 (+1.69%)
VolumeN/A
Net Assets36.81B
OISGX vs VISGX Comparison Chart
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OISGX vs. VISGX commentary
Apr 03, 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 StrongBuy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. OISGX (650M). VISGX pays higher dividends than OISGX: VISGX (0.46) vs OISGX (0.00). OISGX was incepted earlier than VISGX: OISGX (22 years) vs VISGX (27 years). OISGX (1.41) is less costly to investors than VISGX (0.19). OISGX is a more actively managed with annual turnover of: 132.00 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 : -2.30 vs. OISGX (-7.03). VISGX return over 5 years is better than : 76.83 vs. OISGX (18.38).
| OISGX | VISGX | OISGX / VISGX | |
| Total Expense Ratio | 1.24 | 0.19 | 653% |
| Annual Report Gross Expense Ratio | 1.41 | 0.19 | 742% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -12.526 | -10.033 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 36.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.46 | - |
| Returns for 1 year | -7.03 | -2.30 | 305% |
| Returns for 3 years | -15.04 | 0.83 | -1,810% |
| Returns for 5 years | 18.38 | 76.83 | 24% |
| Returns for 10 years | -22.75 | 92.35 | -25% |
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