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OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$14.31
Change+$0.15 (+1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.93
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
OISVX vs VSIIX Comparison Chart
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OISVX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. OISVX (681M). 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 : 11.87 vs. OISVX (2.70). VSIIX return over 5 years is better than : 47.36 vs. OISVX (8.39).
| 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 | 2.486 | 11.356 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 63B | 1% |
| Annual Yield % from dividends | 1.26 | 2.02 | 62% |
| Returns for 1 year | 2.70 | 11.87 | 23% |
| Returns for 3 years | -6.14 | 15.75 | -39% |
| Returns for 5 years | 8.39 | 47.36 | 18% |
| Returns for 10 years | 9.26 | 97.15 | 10% |
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