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OISVX vs VSIAX
OISVX vs VSIAX Comparison
Open Charts OISVX vs VSIAX
Optimum Small-Mid Cap Value Instl
Price$14.29
Change-$0.32 (-2.19%)
VolumeN/A
Net Assets676.26M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
OISVX vs VSIAX Comparison Chart
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OISVX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. OISVX (676M). VSIAX pays higher dividends than OISVX: VSIAX (2.01) vs OISVX (1.26). OISVX was incepted earlier than VSIAX: OISVX (22 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 : 9.98 vs. OISVX (2.05). VSIAX return over 5 years is better than : 47.61 vs. OISVX (10.54).
| OISVX | VSIAX | OISVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | -0.487 | -0.294 | 166% |
| 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 | 2.01 | 63% |
| Returns for 1 year | 2.05 | 9.98 | 21% |
| Returns for 3 years | -6.10 | 17.97 | -34% |
| Returns for 5 years | 10.54 | 47.61 | 22% |
| Returns for 10 years | 7.52 | 90.53 | 8% |
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