OISVX
Price
$14.36
Change
-$0.05 (-0.35%)
Updated
Jul 28 closing price
Net Assets
601.41M
VISVX
Price
$48.53
Change
-$0.24 (-0.49%)
Updated
Jul 28 closing price
Net Assets
55.61B
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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$14.36
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 %
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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.

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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).
OISVXVISVXOISVX / VISVX
Total Expense Ratio1.250.19658%
Annual Report Gross Expense Ratio1.390.19732%
Fund Existence22 years27 years-
Gain YTD0.3482.86812%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets601M55.6B1%
Annual Yield % from dividends0.981.9950%
Returns for 1 year-4.773.86-124%
Returns for 3 years0.5825.512%
Returns for 5 years35.8784.5042%
Returns for 10 years13.8899.4414%
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