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NRGSX vs OISGX
NRGSX vs OISGX Comparison
Open Charts NRGSX vs OISGX
Optimum Small-Mid Cap Growth Instl
Price$15.62
Change+$0.50 (+3.31%)
VolumeN/A
Net Assets850.09M
NRGSX vs OISGX Comparison Chart in %
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NRGSX vs. OISGX commentary
Feb 04, 2026
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 NRGSX is a Hold and OISGX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. OISGX (850M). NRGSX pays higher dividends than OISGX: NRGSX (0.48) vs OISGX (0.00). NRGSX was incepted earlier than OISGX: NRGSX (13 years) vs OISGX (23 years). OISGX (1.29) is less costly to investors than NRGSX (0.74). OISGX is a more actively managed with annual turnover of: 131.00 vs. NRGSX (23.00). NRGSX (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. NRGSX (-12.75). NRGSX return over 5 years is better than : -23.10 vs. OISGX (-26.22).
| NRGSX | OISGX | NRGSX / OISGX | |
| Total Expense Ratio | 0.74 | 1.19 | 62% |
| Annual Report Gross Expense Ratio | 0.74 | 1.29 | 57% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 5.452 | 2.966 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49B | 850M | 999% |
| Annual Yield % from dividends | 0.48 | 0.00 | - |
| Returns for 1 year | -12.75 | 6.26 | -204% |
| Returns for 3 years | -6.33 | 28.03 | -23% |
| Returns for 5 years | -23.10 | -26.22 | 88% |
| Returns for 10 years | 24.83 | 47.78 | 52% |
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