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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$14.29
Change-$0.32 (-2.19%)
VolumeN/A
Net Assets676.26M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
OISVX vs VISVX Comparison Chart
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OISVX vs. VISVX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. OISVX (676M). VISVX pays higher dividends than OISVX: VISVX (1.90) vs OISVX (1.26). OISVX was incepted earlier than VISVX: OISVX (22 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 : 9.96 vs. OISVX (2.05). VISVX return over 5 years is better than : 47.46 vs. OISVX (10.54).
| OISVX | VISVX | OISVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -0.487 | -0.316 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 60.2B | 1% |
| Annual Yield % from dividends | 1.26 | 1.90 | 66% |
| Returns for 1 year | 2.05 | 9.96 | 21% |
| Returns for 3 years | -6.10 | 17.90 | -34% |
| Returns for 5 years | 10.54 | 47.46 | 22% |
| Returns for 10 years | 7.52 | 90.10 | 8% |
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