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OASGX vs VSGAX
OASGX vs VSGAX Comparison
Open Charts OASGX vs VSGAX
Optimum Small-Mid Cap Growth A
Price$11.65
Change+$0.12 (+1.04%)
VolumeN/A
Net Assets714.12M
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
OASGX vs VSGAX Comparison Chart in %
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OASGX vs. VSGAX commentary
Jul 06, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. OASGX (714M). VSGAX pays higher dividends than OASGX: VSGAX (0.54) vs OASGX (0.00). OASGX was incepted earlier than VSGAX: OASGX (22 years) vs VSGAX (14 years). OASGX (1.66) is less costly to investors than VSGAX (0.07). OASGX is a more actively managed with annual turnover of: 132.00 vs. VSGAX (21.00). OASGX has a lower initial minimum investment than VSGAX: OASGX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 12.95 vs. OASGX (5.43). VSGAX return over 5 years is better than : 40.75 vs. OASGX (-16.61).
| OASGX | VSGAX | OASGX / VSGAX | |
| Total Expense Ratio | 1.49 | 0.07 | 2,129% |
| Annual Report Gross Expense Ratio | 1.66 | 0.07 | 2,371% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -0.851 | 0.619 | -137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 35B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 5.43 | 12.95 | 42% |
| Returns for 3 years | 15.23 | 41.87 | 36% |
| Returns for 5 years | -16.61 | 40.75 | -41% |
| Returns for 10 years | -24.50 | 116.41 | -21% |
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