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OISGX vs VSGIX
OISGX vs VSGIX Comparison
Open Charts OISGX vs VSGIX
Optimum Small-Mid Cap Growth Instl
Price$14.72
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets770.9M
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
OISGX vs VSGIX Comparison Chart
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OISGX vs. VSGIX commentary
Jan 19, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. OISGX (771M). VSGIX pays higher dividends than OISGX: VSGIX (0.67) vs OISGX (0.00). OISGX was incepted earlier than VSGIX: OISGX (21 years) vs VSGIX (25 years). OISGX is a more actively managed with annual turnover of: 114.00 vs. VSGIX (19.00). OISGX has a lower initial minimum investment than VSGIX: OISGX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 25.00 vs. OISGX (19.97). VSGIX return over 5 years is better than : 41.97 vs. OISGX (-1.21).
| OISGX | VSGIX | OISGX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 3.589 | 3.577 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 38.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 19.97 | 25.00 | 80% |
| Returns for 3 years | 0.27 | 16.70 | 2% |
| Returns for 5 years | -1.21 | 41.97 | -3% |
| Returns for 10 years | -2.84 | 139.86 | -2% |