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OISGX vs VSGIX
OISGX vs VSGIX Comparison
Open Charts OISGX vs VSGIX
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$67.75
Change+$1.28 (+1.93%)
VolumeN/A
Net Assets33.7B
OISGX vs VSGIX Comparison Chart
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OISGX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. OISGX (590M). VSGIX pays higher dividends than OISGX: VSGIX (0.61) vs OISGX (0.00). OISGX was incepted earlier than VSGIX: OISGX (22 years) vs VSGIX (25 years). OISGX (1.41) is less costly to investors than VSGIX (0.06). OISGX is a more actively managed with annual turnover of: 132.00 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 : -3.28 vs. OISGX (-10.32). VSGIX return over 5 years is better than : 42.37 vs. OISGX (-8.69).
| OISGX | VSGIX | OISGX / VSGIX | |
| Total Expense Ratio | 1.24 | 0.06 | 2,067% |
| Annual Report Gross Expense Ratio | 1.41 | 0.06 | 2,350% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -18.649 | -15.645 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 590M | 33.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -10.32 | -3.28 | 315% |
| Returns for 3 years | -13.54 | 3.51 | -385% |
| Returns for 5 years | -8.69 | 42.37 | -21% |
| Returns for 10 years | -29.21 | 78.47 | -37% |
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