Interact to see
Advertisement
Advertisement
OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$14.36
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets601.41M
Vanguard Small Cap Value Index I
Price$48.53
Change-$0.24 (-0.49%)
VolumeN/A
Net Assets55.61B
OISVX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OISVX vs. VISVX commentary
Jul 29, 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. OISVX (601M). 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 : 3.86 vs. OISVX (-4.77). VISVX return over 5 years is better than : 84.50 vs. OISVX (35.87).
| 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 | 0.348 | 2.868 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 55.6B | 1% |
| Annual Yield % from dividends | 0.98 | 1.99 | 50% |
| Returns for 1 year | -4.77 | 3.86 | -124% |
| Returns for 3 years | 0.58 | 25.51 | 2% |
| Returns for 5 years | 35.87 | 84.50 | 42% |
| Returns for 10 years | 13.88 | 99.44 | 14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement