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OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$14.36
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets601.41M
Vanguard Small Cap Value Index I
Price$48.60
Change-$0.25 (-0.51%)
VolumeN/A
Net Assets55.61B
OISVX vs VSIIX Comparison Chart in %
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OISVX vs. VSIIX commentary
Jul 29, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. OISVX (601M). VSIIX pays higher dividends than OISVX: VSIIX (2.12) vs OISVX (0.98). OISVX was incepted earlier than VSIIX: OISVX (22 years) vs VSIIX (26 years). OISVX (1.39) is less costly to investors than VSIIX (0.06). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSIIX (16.00). OISVX has a lower initial minimum investment than VSIIX: OISVX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.91 vs. OISVX (-4.77). VSIIX return over 5 years is better than : 84.70 vs. OISVX (35.87).
| OISVX | VSIIX | OISVX / VSIIX | |
| Total Expense Ratio | 1.25 | 0.06 | 2,083% |
| Annual Report Gross Expense Ratio | 1.39 | 0.06 | 2,317% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 0.348 | 2.903 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 55.6B | 1% |
| Annual Yield % from dividends | 0.98 | 2.12 | 46% |
| Returns for 1 year | -4.77 | 3.91 | -122% |
| Returns for 3 years | 0.58 | 25.61 | 2% |
| Returns for 5 years | 35.87 | 84.70 | 42% |
| Returns for 10 years | 13.88 | 99.96 | 14% |
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