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OISVX vs VSIAX
OISVX vs VSIAX Comparison
Open Charts OISVX vs VSIAX
Optimum Small-Mid Cap Value Instl
Price$14.89
Change-$0.11 (-0.73%)
VolumeN/A
Net Assets713.68M
Vanguard Small Cap Value Index Admiral
Price$88.65
Change-$0.62 (-0.69%)
VolumeN/A
Net Assets58.32B
OISVX vs VSIAX Comparison Chart
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OISVX vs. VSIAX commentary
Jan 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. OISVX (714M). 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 : 17.39 vs. OISVX (7.79). VSIAX return over 5 years is better than : 54.49 vs. OISVX (13.68).
| 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 | 3.691 | 4.086 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 58.3B | 1% |
| Annual Yield % from dividends | 1.26 | 2.01 | 63% |
| Returns for 1 year | 7.79 | 17.39 | 45% |
| Returns for 3 years | -1.72 | 24.22 | -7% |
| Returns for 5 years | 13.68 | 54.49 | 25% |
| Returns for 10 years | 18.10 | 107.49 | 17% |
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