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NRGEX vs OISGX
NRGEX vs OISGX Comparison
Open Charts NRGEX vs OISGX
Optimum Small-Mid Cap Growth Instl
Price$15.62
Change+$0.50 (+3.31%)
VolumeN/A
Net Assets850.09M
NRGEX vs OISGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NRGEX has more cash in the bank: 8.44B vs. OISGX (850M). NRGEX pays higher dividends than OISGX: NRGEX (1.23) vs OISGX (0.00). NRGEX was incepted earlier than OISGX: NRGEX (4 years) vs OISGX (23 years). OISGX (1.29) is less costly to investors than NRGEX (0.68). OISGX is a more actively managed with annual turnover of: 131.00 vs. NRGEX (23.00). NRGEX (0) and OISGX (0) have matching initial minimum investment requirements. OISGX annual gain was more profitable for investors over the last year : 6.26 vs. NRGEX (-12.11).
| NRGEX | OISGX | NRGEX / OISGX | |
| Total Expense Ratio | 0.02 | 1.19 | 2% |
| Annual Report Gross Expense Ratio | 0.68 | 1.29 | 53% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 5.513 | 2.966 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.44B | 850M | 993% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | -12.11 | 6.26 | -193% |
| Returns for 3 years | -4.30 | 28.03 | -15% |
| Returns for 5 years | N/A | -26.22 | - |
| Returns for 10 years | N/A | 47.78 | - |
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