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OASGX vs VISGX
OASGX vs VISGX Comparison
Open Charts OASGX vs VISGX
Optimum Small-Mid Cap Growth A
Price$12.35
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets740.88M
Vanguard Small Cap Growth Index I
Price$83.56
Change+$0.89 (+1.08%)
VolumeN/A
Net Assets38.63B
OASGX vs VISGX Comparison Chart in %
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OASGX vs. VISGX commentary
Sep 08, 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 OASGX is a Buy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.6B vs. OASGX (741M). VISGX pays higher dividends than OASGX: VISGX (0.40) vs OASGX (0.00). OASGX was incepted earlier than VISGX: OASGX (22 years) vs VISGX (27 years). OASGX (1.54) is less costly to investors than VISGX (0.19). OASGX is a more actively managed with annual turnover of: 131.00 vs. VISGX (21.00). OASGX has a lower initial minimum investment than VISGX: OASGX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 18.17 vs. OASGX (10.86). VISGX return over 5 years is better than : 41.95 vs. OASGX (-18.80).
| OASGX | VISGX | OASGX / VISGX | |
| Total Expense Ratio | 1.44 | 0.19 | 758% |
| Annual Report Gross Expense Ratio | 1.54 | 0.19 | 811% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 5.106 | 6.198 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 38.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 10.86 | 18.17 | 60% |
| Returns for 3 years | 16.84 | 42.48 | 40% |
| Returns for 5 years | -18.80 | 41.95 | -45% |
| Returns for 10 years | -15.29 | 141.02 | -11% |
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