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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$7.00
Change-$0.01 (-0.14%)
VolumeN/A
Net Assets722.29M
OCSGX vs VEXPX Comparison Chart in %
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OCSGX vs. VEXPX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. OCSGX (722M). 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 : 5.11 vs. VEXPX (-1.90). VEXPX return over 5 years is better than : 5.07 vs. OCSGX (-41.72).
| 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 | 1.156 | 1.235 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 19.9B | 4% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 5.11 | -1.90 | -269% |
| Returns for 3 years | -5.41 | 5.40 | -100% |
| Returns for 5 years | -41.72 | 5.07 | -822% |
| Returns for 10 years | -49.02 | 19.92 | -246% |
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