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OISVX vs VSIAX
OISVX vs VSIAX Comparison
Open Charts OISVX vs VSIAX
Optimum Small-Mid Cap Value Instl
Price$12.27
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets576.69M
Vanguard Small Cap Value Index Admiral
Price$74.43
Change+$0.73 (+0.99%)
VolumeN/A
Net Assets53.62B
OISVX vs VSIAX Comparison Chart
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OISVX vs. VSIAX commentary
Apr 18, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. OISVX (577M). VSIAX pays higher dividends than OISVX: VSIAX (2.27) vs OISVX (1.01). OISVX was incepted earlier than VSIAX: OISVX (22 years) vs VSIAX (14 years). OISVX (1.39) is less costly to investors than VSIAX (0.07). OISVX is a more actively managed with annual turnover of: 26.00 vs. VSIAX (16.00). OISVX has a lower initial minimum investment than VSIAX: OISVX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -2.89 vs. OISVX (-11.94). VSIAX return over 5 years is better than : 84.34 vs. OISVX (35.78).
| OISVX | VSIAX | OISVX / VSIAX | |
| Total Expense Ratio | 1.25 | 0.07 | 1,786% |
| Annual Report Gross Expense Ratio | 1.39 | 0.07 | 1,986% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -14.554 | -13.325 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 53.6B | 1% |
| Annual Yield % from dividends | 1.01 | 2.27 | 45% |
| Returns for 1 year | -11.94 | -2.89 | 413% |
| Returns for 3 years | -19.06 | 0.41 | -4,671% |
| Returns for 5 years | 35.78 | 84.34 | 42% |
| Returns for 10 years | -8.38 | 63.43 | -13% |
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