Interact to see
Advertisement
Advertisement
OASGX vs VSGIX
OASGX vs VSGIX Comparison
Open Charts OASGX vs VSGIX
Optimum Small-Mid Cap Growth A
Price$12.81
Change+$0.33 (+2.64%)
VolumeN/A
Net Assets850.09M
Vanguard Small Cap Growth Index I
Price$88.54
Change+$2.94 (+3.43%)
VolumeN/A
Net Assets39.31B
OASGX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OASGX vs. VSGIX commentary
Feb 05, 2026
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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.3B vs. OASGX (850M). VSGIX pays higher dividends than OASGX: VSGIX (0.53) vs OASGX (0.00). OASGX was incepted earlier than VSGIX: OASGX (23 years) vs VSGIX (26 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 : 8.94 vs. OASGX (5.35). VSGIX return over 5 years is better than : 9.46 vs. OASGX (-31.72).
| 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 | 23 years | 26 years | - |
| Gain YTD | 2.974 | 4.189 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 850M | 39.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 5.35 | 8.94 | 60% |
| Returns for 3 years | 26.33 | 37.30 | 71% |
| Returns for 5 years | -31.72 | 9.46 | -335% |
| Returns for 10 years | 28.74 | 205.81 | 14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement