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OISVX vs SSGSX
OISVX vs SSGSX Comparison
Open Charts OISVX vs SSGSX
Optimum Small-Mid Cap Value Instl
Price$14.40
Change-$0.15 (-1.03%)
VolumeN/A
Net Assets599.35M
Victory Sycamore Small Company Opp A
Price$46.26
Change-$0.32 (-0.69%)
VolumeN/A
Net Assets5.51B
OISVX vs SSGSX Comparison Chart in %
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OISVX vs. SSGSX commentary
Sep 26, 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 OISVX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.51B vs. OISVX (599M). OISVX pays higher dividends than SSGSX: OISVX (0.94) vs SSGSX (0.47). OISVX was incepted earlier than SSGSX: OISVX (22 years) vs SSGSX (27 years). OISVX (1.33) is less costly to investors than SSGSX (1.26). OISVX is a more actively managed with annual turnover of: 117.00 vs. SSGSX (37.00). OISVX has a lower initial minimum investment than SSGSX: OISVX (0) vs SSGSX (2500). OISVX (-4.29) and SSGSX (-4.47) have marching annual gain over last year. OISVX return over 5 years is better than : 40.85 vs. SSGSX (31.19).
| OISVX | SSGSX | OISVX / SSGSX | |
| Total Expense Ratio | 1.24 | 1.26 | 98% |
| Annual Report Gross Expense Ratio | 1.33 | 1.26 | 106% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 1.323 | 0.323 | 410% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 5.51B | 11% |
| Annual Yield % from dividends | 0.94 | 0.47 | 197% |
| Returns for 1 year | -4.29 | -4.47 | 96% |
| Returns for 3 years | 19.01 | 9.05 | 210% |
| Returns for 5 years | 40.85 | 31.19 | 131% |
| Returns for 10 years | 27.85 | 27.06 | 103% |
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