OISGX
Price
$11.80
Change
+$0.24 (+2.08%)
Updated
Apr 23 closing price
Net Assets
589.94M
VISGX
Price
$67.65
Change
+$1.27 (+1.91%)
Updated
Apr 23 closing price
Net Assets
33.7B
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OISGX vs VISGX

Header iconOISGX vs VISGX Comparison
Open Charts OISGX vs VISGXBanner chart's image
Optimum Small-Mid Cap Growth Instl
Price$11.80
Change+$0.24 (+2.08%)
VolumeN/A
Net Assets589.94M
Vanguard Small Cap Growth Index I
Price$67.65
Change+$1.27 (+1.91%)
VolumeN/A
Net Assets33.7B
OISGX vs VISGX Comparison Chart
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OISGX vs. VISGX 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 VISGX is a Buy.

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FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33.7B vs. OISGX (590M). 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 : -3.33 vs. OISGX (-10.32). VISGX return over 5 years is better than : 42.09 vs. OISGX (-8.69).
OISGXVISGXOISGX / VISGX
Total Expense Ratio1.240.19653%
Annual Report Gross Expense Ratio1.410.19742%
Fund Existence22 years27 years-
Gain YTD-18.649-15.649119%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets590M33.7B2%
Annual Yield % from dividends0.000.46-
Returns for 1 year-10.32-3.33310%
Returns for 3 years-13.543.40-398%
Returns for 5 years-8.6942.09-21%
Returns for 10 years-29.2177.70-38%
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