Ad is loading...
Ad is loading...
OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$16.66
Change+$0.22 (+1.34%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.38
Change+$0.68 (+1.34%)
VolumeN/A
CapitalizationN/A
OISVX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OISVX vs. VSIIX commentary
Nov 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. OISVX (727M). 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 : 31.87 vs. OISVX (28.19). VSIIX return over 5 years is better than : 64.51 vs. OISVX (25.67).
| 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 | 16.678 | 19.372 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 57.6B | 1% |
| Annual Yield % from dividends | 1.26 | 2.02 | 62% |
| Returns for 1 year | 28.19 | 31.87 | 88% |
| Returns for 3 years | -2.08 | 18.20 | -11% |
| Returns for 5 years | 25.67 | 64.51 | 40% |
| Returns for 10 years | 18.70 | 113.17 | 17% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JUSSX | 20.88 | 0.36 | +1.75% |
| JPMorgan US Small Company L | |||
| INPIX | 55.08 | 0.79 | +1.46% |
| ProFunds Internet UltraSector Inv | |||
| SFCWX | 72.44 | 0.73 | +1.02% |
| American Funds SMALLCAP World F3 | |||
| AVASX | 26.51 | 0.17 | +0.65% |
| American Beacon Large Cap Value Adv | |||
| MUOCX | 28.39 | 0.06 | +0.21% |
| Morgan Stanley Instl US Core C | |||