OISVX
Price
$14.36
Change
-$0.05 (-0.35%)
Updated
Jul 28 closing price
Net Assets
601.41M
VSIIX
Price
$48.60
Change
-$0.25 (-0.51%)
Updated
Jul 28 closing price
Net Assets
55.61B
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OISVX vs VSIIX

Header iconOISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIXBanner chart's image
Optimum Small-Mid Cap Value Instl
Price$14.36
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets601.41M
Vanguard Small Cap Value Index I
Price$48.60
Change-$0.25 (-0.51%)
VolumeN/A
Net Assets55.61B
OISVX vs VSIIX Comparison Chart in %
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VS
OISVX vs. VSIIX commentary
Jul 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. OISVX (601M). VSIIX pays higher dividends than OISVX: VSIIX (2.12) vs OISVX (0.98). OISVX was incepted earlier than VSIIX: OISVX (22 years) vs VSIIX (26 years). OISVX (1.39) is less costly to investors than VSIIX (0.06). OISVX is a more actively managed with annual turnover of: 117.00 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 : 3.91 vs. OISVX (-4.77). VSIIX return over 5 years is better than : 84.70 vs. OISVX (35.87).
OISVXVSIIXOISVX / VSIIX
Total Expense Ratio1.250.062,083%
Annual Report Gross Expense Ratio1.390.062,317%
Fund Existence22 years26 years-
Gain YTD0.3482.90312%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets601M55.6B1%
Annual Yield % from dividends0.982.1246%
Returns for 1 year-4.773.91-122%
Returns for 3 years0.5825.612%
Returns for 5 years35.8784.7042%
Returns for 10 years13.8899.9614%
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