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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$14.31
Change+$0.15 (+1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.85
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
OISVX vs VISVX Comparison Chart
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OISVX vs. VISVX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. OISVX (681M). 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 : 11.81 vs. OISVX (2.70). VISVX return over 5 years is better than : 47.19 vs. OISVX (8.39).
| 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 | 2.486 | 11.293 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 63B | 1% |
| Annual Yield % from dividends | 1.26 | 1.90 | 66% |
| Returns for 1 year | 2.70 | 11.81 | 23% |
| Returns for 3 years | -6.14 | 15.69 | -39% |
| Returns for 5 years | 8.39 | 47.19 | 18% |
| Returns for 10 years | 9.26 | 96.52 | 10% |
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