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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$12.27
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets576.69M
Vanguard Small Cap Value Index I
Price$41.54
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
OISVX vs VISVX Comparison Chart
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OISVX vs. VISVX commentary
Apr 18, 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: 53.6B vs. OISVX (577M). VISVX pays higher dividends than OISVX: VISVX (2.14) vs OISVX (1.01). 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 : -2.91 vs. OISVX (-11.94). VISVX return over 5 years is better than : 84.20 vs. OISVX (35.78).
| 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 | -14.554 | -13.327 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 53.6B | 1% |
| Annual Yield % from dividends | 1.01 | 2.14 | 47% |
| Returns for 1 year | -11.94 | -2.91 | 410% |
| Returns for 3 years | -19.06 | 0.35 | -5,400% |
| Returns for 5 years | 35.78 | 84.20 | 42% |
| Returns for 10 years | -8.38 | 63.06 | -13% |
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