OISVX
Price
$14.77
Change
+$0.03 (+0.20%)
Updated
Sep 5 closing price
Net Assets
609.76M
SSGSX
Price
$47.38
Change
+$0.08 (+0.17%)
Updated
Sep 5 closing price
Net Assets
5.64B
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OISVX vs SSGSX

Header iconOISVX vs SSGSX Comparison
Open Charts OISVX vs SSGSXBanner chart's image
Optimum Small-Mid Cap Value Instl
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets609.76M
Victory Sycamore Small Company Opp A
Price$47.38
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets5.64B
OISVX vs SSGSX Comparison Chart in %
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OISVX vs. SSGSX commentary
Sep 06, 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 Buy and SSGSX is a Buy.

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FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.64B vs. OISVX (610M). OISVX pays higher dividends than SSGSX: OISVX (0.94) vs SSGSX (0.47). OISVX was incepted earlier than SSGSX: OISVX (22 years) vs SSGSX (26 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 annual gain was more profitable for investors over the last year : 0.57 vs. SSGSX (-1.73). OISVX return over 5 years is better than : 34.55 vs. SSGSX (22.74).
OISVXSSGSXOISVX / SSGSX
Total Expense Ratio1.241.2698%
Annual Report Gross Expense Ratio1.331.26106%
Fund Existence22 years26 years-
Gain YTD2.8551.874152%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets610M5.64B11%
Annual Yield % from dividends0.940.47197%
Returns for 1 year0.57-1.73-33%
Returns for 3 years9.853.80259%
Returns for 5 years34.5522.74152%
Returns for 10 years22.5324.5092%
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