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OISVX vs VSIAX
OISVX vs VSIAX Comparison
Open Charts OISVX vs VSIAX
Optimum Small-Mid Cap Value Instl
Price$16.66
Change+$0.22 (+1.34%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$91.93
Change+$1.23 (+1.36%)
VolumeN/A
CapitalizationN/A
OISVX vs VSIAX Comparison Chart
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OISVX vs. VSIAX commentary
Nov 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. OISVX (727M). 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 : 31.88 vs. OISVX (28.19). VSIAX return over 5 years is better than : 64.51 vs. OISVX (25.67).
| 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 | 16.678 | 19.381 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 57.6B | 1% |
| Annual Yield % from dividends | 1.26 | 2.01 | 63% |
| Returns for 1 year | 28.19 | 31.88 | 88% |
| Returns for 3 years | -2.08 | 18.19 | -11% |
| Returns for 5 years | 25.67 | 64.51 | 40% |
| Returns for 10 years | 18.70 | 113.13 | 17% |
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