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OASGX vs VSGIX
OASGX vs VSGIX Comparison
Open Charts OASGX vs VSGIX
Optimum Small-Mid Cap Growth A
Price$11.95
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets722.29M
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
OASGX vs VSGIX Comparison Chart in %
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OASGX vs. VSGIX commentary
Aug 17, 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: 37.5B vs. OASGX (722M). VSGIX pays higher dividends than OASGX: VSGIX (0.54) 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 : 12.52 vs. OASGX (5.85). VSGIX return over 5 years is better than : 34.27 vs. OASGX (-21.74).
| 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 | 1.702 | 2.257 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 37.5B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 5.85 | 12.52 | 47% |
| Returns for 3 years | 2.93 | 21.63 | 14% |
| Returns for 5 years | -21.74 | 34.27 | -63% |
| Returns for 10 years | -21.74 | 121.03 | -18% |
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