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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$6.90
Change+$0.05 (+0.73%)
VolumeN/A
Net Assets717.16M
OCSGX vs VEXPX Comparison Chart in %
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OCSGX vs. VEXPX commentary
Jul 27, 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: 20.1B vs. OCSGX (717M). VEXPX pays higher dividends than OCSGX: VEXPX (0.40) vs OCSGX (0.00). OCSGX was incepted earlier than VEXPX: OCSGX (22 years) vs VEXPX (58 years). OCSGX (2.41) 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 : 3.45 vs. VEXPX (-1.35). VEXPX return over 5 years is better than : 11.12 vs. OCSGX (-39.10).
| OCSGX | VEXPX | OCSGX / VEXPX | |
| Total Expense Ratio | 2.24 | 0.44 | 509% |
| Annual Report Gross Expense Ratio | 2.41 | 0.44 | 548% |
| Fund Existence | 22 years | 58 years | - |
| Gain YTD | -0.289 | 1.366 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 20.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 3.45 | -1.35 | -255% |
| Returns for 3 years | 2.99 | 17.05 | 18% |
| Returns for 5 years | -39.10 | 11.12 | -352% |
| Returns for 10 years | -50.25 | 20.57 | -244% |
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