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OISGX vs VSGIX
OISGX vs VSGIX Comparison
Open Charts OISGX vs VSGIX
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$72.41
Change+$1.21 (+1.70%)
VolumeN/A
Net Assets36.81B
OISGX vs VSGIX Comparison Chart
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VS
OISGX vs. VSGIX 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. OISGX (650M). 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 : -0.19 vs. OISGX (-7.03). VSGIX return over 5 years is better than : 82.19 vs. OISGX (18.38).
| 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 | -12.526 | -9.642 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 36.8B | 2% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -7.03 | -0.19 | 3,686% |
| Returns for 3 years | -15.04 | 1.38 | -1,086% |
| Returns for 5 years | 18.38 | 82.19 | 22% |
| Returns for 10 years | -22.75 | 94.01 | -24% |
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