OISVX
Price
$14.35
Change
+$0.08 (+0.56%)
Updated
Jul 3 closing price
Net Assets
602.58M
VISVX
Price
$48.37
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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OISVX vs VISVX

Header iconOISVX vs VISVX Comparison
Open Charts OISVX vs VISVXBanner chart's image
Optimum Small-Mid Cap Value Instl
Price$14.35
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets602.58M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
OISVX vs VISVX Comparison Chart in %
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OISVX vs. VISVX commentary
Jul 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 StrongBuy and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. OISVX (603M). VISVX pays higher dividends than OISVX: VISVX (1.99) vs OISVX (0.98). 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: 117.00 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 : 11.64 vs. OISVX (2.12). VISVX return over 5 years is better than : 94.00 vs. OISVX (43.40).
OISVXVISVXOISVX / VISVX
Total Expense Ratio1.250.19658%
Annual Report Gross Expense Ratio1.390.19732%
Fund Existence22 years27 years-
Gain YTD-0.0702.024-3%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets603M54B1%
Annual Yield % from dividends0.981.9950%
Returns for 1 year2.1211.6418%
Returns for 3 years7.3434.7621%
Returns for 5 years43.4094.0046%
Returns for 10 years9.7296.1110%
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