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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$14.89
Change-$0.11 (-0.73%)
VolumeN/A
Net Assets713.68M
Vanguard Small Cap Value Index I
Price$49.47
Change-$0.35 (-0.70%)
VolumeN/A
Net Assets58.32B
OISVX vs VISVX Comparison Chart
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OISVX vs. VISVX commentary
Jan 23, 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: 58.3B vs. OISVX (714M). VISVX pays higher dividends than OISVX: VISVX (1.90) vs OISVX (1.26). OISVX was incepted earlier than VISVX: OISVX (21 years) vs VISVX (27 years). OISVX is a more actively managed with annual turnover of: 17.00 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 : 17.36 vs. OISVX (7.79). VISVX return over 5 years is better than : 54.31 vs. OISVX (13.68).
| OISVX | VISVX | OISVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 3.691 | 4.060 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 58.3B | 1% |
| Annual Yield % from dividends | 1.26 | 1.90 | 66% |
| Returns for 1 year | 7.79 | 17.36 | 45% |
| Returns for 3 years | -1.72 | 24.14 | -7% |
| Returns for 5 years | 13.68 | 54.31 | 25% |
| Returns for 10 years | 18.10 | 106.95 | 17% |
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