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OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$13.10
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets626.63M
Vanguard Small Cap Value Index I
Price$44.62
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets51.69B
OISVX vs VSIIX Comparison Chart
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OISVX vs. VSIIX commentary
May 11, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. OISVX (627M). VSIIX pays higher dividends than OISVX: VSIIX (2.35) vs OISVX (1.07). OISVX was incepted earlier than VSIIX: OISVX (22 years) vs VSIIX (25 years). OISVX (1.39) is less costly to investors than VSIIX (0.06). OISVX is a more actively managed with annual turnover of: 26.00 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 : -0.96 vs. OISVX (-11.04). VSIIX return over 5 years is better than : 88.47 vs. OISVX (36.90).
| 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 | 25 years | - |
| Gain YTD | -8.774 | -6.230 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 51.7B | 1% |
| Annual Yield % from dividends | 1.07 | 2.35 | 45% |
| Returns for 1 year | -11.04 | -0.96 | 1,148% |
| Returns for 3 years | -6.87 | 18.85 | -36% |
| Returns for 5 years | 36.90 | 88.47 | 42% |
| Returns for 10 years | -3.18 | 79.07 | -4% |
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