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OISVX vs VSIAX
OISVX vs VSIAX Comparison
Open Charts OISVX vs VSIAX
Optimum Small-Mid Cap Value Instl
Price$14.31
Change+$0.15 (+1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.75
Change+$0.87 (+1.02%)
VolumeN/A
CapitalizationN/A
OISVX vs VSIAX Comparison Chart
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OISVX vs. VSIAX commentary
Dec 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. OISVX (681M). 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 : 11.88 vs. OISVX (2.70). VSIAX return over 5 years is better than : 47.32 vs. OISVX (8.39).
| 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 | 2.486 | 11.356 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 63B | 1% |
| Annual Yield % from dividends | 1.26 | 2.01 | 63% |
| Returns for 1 year | 2.70 | 11.88 | 23% |
| Returns for 3 years | -6.14 | 15.75 | -39% |
| Returns for 5 years | 8.39 | 47.32 | 18% |
| Returns for 10 years | 9.26 | 97.07 | 10% |
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