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OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$15.40
Change-$0.15 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
OISVX vs VSIIX Comparison Chart
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OISVX vs. VSIIX commentary
Sep 21, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. OISVX (695M). VSIIX pays higher dividends than OISVX: VSIIX (2.02) vs OISVX (1.26). OISVX was incepted earlier than VSIIX: OISVX (21 years) vs VSIIX (25 years). OISVX is a more actively managed with annual turnover of: 17.00 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 : 24.93 vs. OISVX (18.62). VSIIX return over 5 years is better than : 58.50 vs. OISVX (20.76).
| OISVX | VSIIX | OISVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 8.375 | 12.339 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 57.3B | 1% |
| Annual Yield % from dividends | 1.26 | 2.02 | 62% |
| Returns for 1 year | 18.62 | 24.93 | 75% |
| Returns for 3 years | -3.25 | 22.14 | -15% |
| Returns for 5 years | 20.76 | 58.50 | 35% |
| Returns for 10 years | 9.30 | 109.09 | 9% |
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