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OASGX vs VSGIX
OASGX vs VSGIX Comparison
Open Charts OASGX vs VSGIX
Optimum Small-Mid Cap Growth A
Price$11.78
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets717.16M
Vanguard Small Cap Growth Index I
Price$80.83
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
OASGX vs VSGIX Comparison Chart in %
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OASGX vs. VSGIX commentary
Jul 28, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. OASGX (717M). VSGIX pays higher dividends than OASGX: VSGIX (0.55) vs OASGX (0.00). OASGX was incepted earlier than VSGIX: OASGX (22 years) vs VSGIX (25 years). OASGX (1.66) is less costly to investors than VSGIX (0.06). OASGX is a more actively managed with annual turnover of: 131.00 vs. VSGIX (21.00). OASGX has a lower initial minimum investment than VSGIX: OASGX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.32 vs. OASGX (4.34). VSGIX return over 5 years is better than : 40.33 vs. OASGX (-18.19).
| OASGX | VSGIX | OASGX / VSGIX | |
| Total Expense Ratio | 1.49 | 0.06 | 2,483% |
| Annual Report Gross Expense Ratio | 1.66 | 0.06 | 2,767% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 0.255 | 2.600 | 10% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 36.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 4.34 | 12.32 | 35% |
| Returns for 3 years | 12.08 | 38.29 | 32% |
| Returns for 5 years | -18.19 | 40.33 | -45% |
| Returns for 10 years | -23.61 | 121.77 | -19% |
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