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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$13.10
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets626.63M
Vanguard Small Cap Value Index I
Price$44.55
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets51.69B
OISVX vs VISVX Comparison Chart
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OISVX vs. VISVX commentary
May 11, 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. OISVX (627M). VISVX pays higher dividends than OISVX: VISVX (2.21) vs OISVX (1.07). OISVX was incepted earlier than VISVX: OISVX (22 years) vs VISVX (27 years). OISVX (1.39) is less costly to investors than VISVX (0.19). OISVX is a more actively managed with annual turnover of: 26.00 vs. VISVX (16.00). OISVX has a lower initial minimum investment than VISVX: OISVX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -0.98 vs. OISVX (-11.04). VISVX return over 5 years is better than : 88.29 vs. OISVX (36.90).
| OISVX | VISVX | OISVX / VISVX | |
| Total Expense Ratio | 1.25 | 0.19 | 658% |
| Annual Report Gross Expense Ratio | 1.39 | 0.19 | 732% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -8.774 | -6.227 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 51.7B | 1% |
| Annual Yield % from dividends | 1.07 | 2.21 | 48% |
| Returns for 1 year | -11.04 | -0.98 | 1,127% |
| Returns for 3 years | -6.87 | 18.77 | -37% |
| Returns for 5 years | 36.90 | 88.29 | 42% |
| Returns for 10 years | -3.18 | 78.66 | -4% |
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