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OISVX vs VSIAX
OISVX vs VSIAX Comparison
Open Charts OISVX vs VSIAX
Optimum Small-Mid Cap Value Instl
Price$15.40
Change-$0.15 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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OISVX vs VSIAX Comparison Chart
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OISVX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. OISVX (695M). VSIAX pays higher dividends than OISVX: VSIAX (2.01) vs OISVX (1.26). OISVX was incepted earlier than VSIAX: OISVX (21 years) vs VSIAX (13 years). OISVX is a more actively managed with annual turnover of: 17.00 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 : 21.77 vs. OISVX (18.62). VSIAX return over 5 years is better than : 55.85 vs. OISVX (20.76).
| OISVX | VSIAX | OISVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 8.375 | 10.460 | 80% |
| 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 | 2.01 | 63% |
| Returns for 1 year | 18.62 | 21.77 | 86% |
| Returns for 3 years | -3.25 | 17.82 | -18% |
| Returns for 5 years | 20.76 | 55.85 | 37% |
| Returns for 10 years | 9.30 | 102.73 | 9% |