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OASGX vs VSGIX
OASGX vs VSGIX Comparison
Open Charts OASGX vs VSGIX
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$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
OASGX vs VSGIX Comparison Chart in %
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OASGX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. OASGX (741M). VSGIX pays higher dividends than OASGX: VSGIX (0.52) 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 : 18.22 vs. OASGX (10.86). VSGIX return over 5 years is better than : 42.24 vs. OASGX (-18.80).
| 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 | 5.106 | 6.230 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 38.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 10.86 | 18.22 | 60% |
| Returns for 3 years | 16.84 | 42.63 | 40% |
| Returns for 5 years | -18.80 | 42.24 | -45% |
| Returns for 10 years | -15.29 | 141.96 | -11% |
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