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OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$12.27
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets576.69M
Vanguard Small Cap Value Index I
Price$41.60
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
OISVX vs VSIIX Comparison Chart
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OISVX vs. VSIIX commentary
Apr 18, 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: 53.6B vs. OISVX (577M). VSIIX pays higher dividends than OISVX: VSIIX (2.28) vs OISVX (1.01). 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 : -2.87 vs. OISVX (-11.94). VSIIX return over 5 years is better than : 84.38 vs. OISVX (35.78).
| 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 | -14.554 | -13.320 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 53.6B | 1% |
| Annual Yield % from dividends | 1.01 | 2.28 | 44% |
| Returns for 1 year | -11.94 | -2.87 | 415% |
| Returns for 3 years | -19.06 | 0.42 | -4,517% |
| Returns for 5 years | 35.78 | 84.38 | 42% |
| Returns for 10 years | -8.38 | 63.53 | -13% |
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