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OASGX vs VSGIX
OASGX vs VSGIX Comparison
Open Charts OASGX vs VSGIX
Optimum Small-Mid Cap Growth A
Price$11.65
Change+$0.12 (+1.04%)
VolumeN/A
Net Assets714.12M
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
OASGX vs VSGIX Comparison Chart in %
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OASGX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. OASGX (714M). 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: 132.00 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 : 12.95 vs. OASGX (5.43). VSGIX return over 5 years is better than : 40.73 vs. OASGX (-16.61).
| 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 | -0.851 | 0.607 | -140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 35B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 5.43 | 12.95 | 42% |
| Returns for 3 years | 15.23 | 41.88 | 36% |
| Returns for 5 years | -16.61 | 40.73 | -41% |
| Returns for 10 years | -24.50 | 116.42 | -21% |
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