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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$7.23
Change-$0.08 (-1.09%)
VolumeN/A
Net Assets841.38M
OCSGX vs VEXPX Comparison Chart in %
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OCSGX vs. VEXPX 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 OCSGX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.2B vs. OCSGX (841M). VEXPX pays higher dividends than OCSGX: VEXPX (0.41) vs OCSGX (0.00). OCSGX was incepted earlier than VEXPX: OCSGX (23 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 (51.00). 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 : 0.42 vs. VEXPX (-0.55). VEXPX return over 5 years is better than : -14.33 vs. OCSGX (-48.90).
| OCSGX | VEXPX | OCSGX / VEXPX | |
| Total Expense Ratio | 2.19 | 0.44 | 498% |
| Annual Report Gross Expense Ratio | 2.29 | 0.44 | 520% |
| Fund Existence | 23 years | 58 years | - |
| Gain YTD | 1.688 | 3.545 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 841M | 20.2B | 4% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | 0.42 | -0.55 | -75% |
| Returns for 3 years | 19.50 | 12.88 | 151% |
| Returns for 5 years | -48.90 | -14.33 | 341% |
| Returns for 10 years | -17.28 | 71.21 | -24% |
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| 1 Day | |||
|---|---|---|---|
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| BSMR | 23.72 | 0.01 | +0.02% |
| Invesco BulletShares 2027 Muncpl Bd ETF | |||
| FLAG | 27.66 | N/A | N/A |
| Global X S&P 500 U.S. Market Leaders Top 50 ETF | |||
| SXQG | 31.75 | N/A | N/A |
| ETC 6 Meridian Quality Growth ETF | |||
| HYDB | 47.39 | -0.06 | -0.13% |
| iShares High Yield Systematic Bond ETF | |||
| DDTS | 21.44 | -0.06 | -0.30% |
| Innovator Eq Dual Drctnl 10 Buf ETF -Sep | |||