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OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$14.29
Change-$0.32 (-2.19%)
VolumeN/A
Net Assets676.26M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
OISVX vs VSIIX Comparison Chart
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VS
OISVX vs. VSIIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. OISVX (676M). VSIIX pays higher dividends than OISVX: VSIIX (2.02) vs OISVX (1.26). OISVX was incepted earlier than VSIIX: OISVX (22 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 : 9.99 vs. OISVX (2.05). VSIIX return over 5 years is better than : 47.63 vs. OISVX (10.54).
| OISVX | VSIIX | OISVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -0.487 | -0.294 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 60.2B | 1% |
| Annual Yield % from dividends | 1.26 | 2.02 | 62% |
| Returns for 1 year | 2.05 | 9.99 | 21% |
| Returns for 3 years | -6.10 | 17.99 | -34% |
| Returns for 5 years | 10.54 | 47.63 | 22% |
| Returns for 10 years | 7.52 | 90.58 | 8% |
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