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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$7.17
Change-$0.26 (-3.50%)
VolumeN/A
Net Assets717.79M
OCSGX vs VEXPX Comparison Chart in %
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OCSGX vs. VEXPX 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 OCSGX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. OCSGX (718M). VEXPX pays higher dividends than OCSGX: VEXPX (0.38) vs OCSGX (0.00). OCSGX was incepted earlier than VEXPX: OCSGX (22 years) vs VEXPX (58 years). OCSGX (2.29) is less costly to investors than VEXPX (0.44). OCSGX is a more actively managed with annual turnover of: 131.00 vs. VEXPX (35.00). OCSGX has a lower initial minimum investment than VEXPX: OCSGX (1000) vs VEXPX (3000). OCSGX annual gain was more profitable for investors over the last year : 2.20 vs. VEXPX (-4.98). VEXPX return over 5 years is better than : 1.25 vs. OCSGX (-46.16).
| OCSGX | VEXPX | OCSGX / VEXPX | |
| Total Expense Ratio | 2.19 | 0.44 | 498% |
| Annual Report Gross Expense Ratio | 2.29 | 0.44 | 520% |
| Fund Existence | 22 years | 58 years | - |
| Gain YTD | 7.370 | 6.620 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 20.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | 2.20 | -4.98 | -44% |
| Returns for 3 years | 12.07 | 19.54 | 62% |
| Returns for 5 years | -46.16 | 1.25 | -3,702% |
| Returns for 10 years | -40.37 | 38.39 | -105% |
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