OISVX
Price
$14.35
Change
+$0.08 (+0.56%)
Updated
Jul 3 closing price
Net Assets
602.58M
VSIAX
Price
$86.66
Change
+$0.43 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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OISVX vs VSIAX

Header iconOISVX vs VSIAX Comparison
Open Charts OISVX vs VSIAXBanner chart's image
Optimum Small-Mid Cap Value Instl
Price$14.35
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets602.58M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
OISVX vs VSIAX Comparison Chart in %
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OISVX vs. VSIAX commentary
Jul 06, 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 StrongBuy and VSIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. OISVX (603M). VSIAX pays higher dividends than OISVX: VSIAX (2.11) vs OISVX (0.98). OISVX was incepted earlier than VSIAX: OISVX (22 years) vs VSIAX (14 years). OISVX (1.39) is less costly to investors than VSIAX (0.07). OISVX is a more actively managed with annual turnover of: 117.00 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 : 11.67 vs. OISVX (2.12). VSIAX return over 5 years is better than : 94.16 vs. OISVX (43.40).
OISVXVSIAXOISVX / VSIAX
Total Expense Ratio1.250.071,786%
Annual Report Gross Expense Ratio1.390.071,986%
Fund Existence22 years14 years-
Gain YTD-0.0702.044-3%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets603M54B1%
Annual Yield % from dividends0.982.1147%
Returns for 1 year2.1211.6718%
Returns for 3 years7.3434.8821%
Returns for 5 years43.4094.1646%
Returns for 10 years9.7296.5310%
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