OISVX
Price
$14.28
Change
-$0.11 (-0.76%)
Updated
Aug 15 closing price
Net Assets
593.36M
SSGSX
Price
$45.49
Change
-$0.48 (-1.04%)
Updated
Aug 15 closing price
Net Assets
5.56B
Interact to see
Advertisement

OISVX vs SSGSX

Header iconOISVX vs SSGSX Comparison
Open Charts OISVX vs SSGSXBanner chart's image
Optimum Small-Mid Cap Value Instl
Price$14.28
Change-$0.11 (-0.76%)
VolumeN/A
Net Assets593.36M
Victory Sycamore Small Company Opp A
Price$45.49
Change-$0.48 (-1.04%)
VolumeN/A
Net Assets5.56B
OISVX vs SSGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OISVX vs. SSGSX commentary
Aug 17, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.56B vs. OISVX (593M). OISVX pays higher dividends than SSGSX: OISVX (0.97) vs SSGSX (0.50). OISVX was incepted earlier than SSGSX: OISVX (22 years) vs SSGSX (26 years). OISVX (1.39) 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 : -1.91 vs. SSGSX (-4.53). OISVX return over 5 years is better than : 28.97 vs. SSGSX (17.10).
OISVXSSGSXOISVX / SSGSX
Total Expense Ratio1.251.2699%
Annual Report Gross Expense Ratio1.391.26110%
Fund Existence22 years26 years-
Gain YTD-0.557-0.99156%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets593M5.56B11%
Annual Yield % from dividends0.970.50195%
Returns for 1 year-1.91-4.5342%
Returns for 3 years-4.21-8.8148%
Returns for 5 years28.9717.10169%
Returns for 10 years14.2716.4487%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
EFA92.190.54
+0.59%
iShares MSCI EAFE ETF
IMAR28.700.09
+0.31%
Innovator Intl Dev Pwr Bffr ETF - Mar
CLOX25.570.05
+0.18%
Eldridge AAA CLO ETF
PWZ23.110.01
+0.04%
Invesco California AMT-Free Muni Bd ETF
RND28.10-0.06
-0.20%
First Trust Bloomberg R&D Leaders ETF