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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$15.40
Change-$0.15 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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OISVX vs VISVX Comparison Chart
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OISVX vs. VISVX commentary
Sep 21, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. OISVX (695M). VISVX pays higher dividends than OISVX: VISVX (1.90) vs OISVX (1.26). OISVX was incepted earlier than VISVX: OISVX (21 years) vs VISVX (26 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 : 25.80 vs. OISVX (21.77). VISVX return over 5 years is better than : 56.98 vs. OISVX (21.79).
| OISVX | VISVX | OISVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 9.297 | 11.310 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 57.3B | 1% |
| Annual Yield % from dividends | 1.26 | 1.90 | 66% |
| Returns for 1 year | 21.77 | 25.80 | 84% |
| Returns for 3 years | -0.85 | 21.42 | -4% |
| Returns for 5 years | 21.79 | 56.98 | 38% |
| Returns for 10 years | 12.71 | 108.54 | 12% |
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