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OASGX vs VSGIX
OASGX vs VSGIX Comparison
Open Charts OASGX vs VSGIX
Optimum Small-Mid Cap Growth A
Price$12.27
Change-$0.43 (-3.39%)
VolumeN/A
Net Assets717.79M
Vanguard Small Cap Growth Index I
Price$82.18
Change-$2.84 (-3.34%)
VolumeN/A
Net Assets39.74B
OASGX vs VSGIX Comparison Chart in %
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OASGX vs. VSGIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. OASGX (718M). 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 (1.54) 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 : 4.02 vs. OASGX (2.92). VSGIX return over 5 years is better than : 27.70 vs. OASGX (-27.76).
| OASGX | VSGIX | OASGX / VSGIX | |
| Total Expense Ratio | 1.44 | 0.06 | 2,400% |
| Annual Report Gross Expense Ratio | 1.54 | 0.06 | 2,567% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 8.085 | 7.958 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 39.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 2.92 | 4.02 | 73% |
| Returns for 3 years | 21.76 | 41.29 | 53% |
| Returns for 5 years | -27.76 | 27.70 | -100% |
| Returns for 10 years | -8.50 | 155.49 | -5% |
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