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OISGX vs VSGIX
OISGX vs VSGIX Comparison
Open Charts OISGX vs VSGIX
Optimum Small-Mid Cap Growth Instl
Price$13.87
Change-$0.45 (-3.14%)
VolumeN/A
Net Assets722.04M
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
OISGX vs VSGIX Comparison Chart
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OISGX vs. VSGIX commentary
Feb 23, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. OISGX (722M). VSGIX pays higher dividends than OISGX: VSGIX (0.67) vs OISGX (0.00). OISGX was incepted earlier than VSGIX: OISGX (22 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 : 12.96 vs. OISGX (6.28). VSGIX return over 5 years is better than : 35.64 vs. OISGX (-9.05).
| OISGX | VSGIX | OISGX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -2.393 | -0.330 | 725% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 39.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 6.28 | 12.96 | 48% |
| Returns for 3 years | 0.22 | 19.39 | 1% |
| Returns for 5 years | -9.05 | 35.64 | -25% |
| Returns for 10 years | -13.69 | 116.38 | -12% |
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