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OCSGX vs VEXPX
OCSGX vs VEXPX Comparison
Open Charts OCSGX vs VEXPX
Optimum Small-Mid Cap Growth C
Price$6.43
Change-$0.12 (-1.83%)
VolumeN/A
Net Assets675.12M
OCSGX vs VEXPX Comparison Chart
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OCSGX vs. VEXPX commentary
Jun 16, 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: 19.4B vs. OCSGX (675M). VEXPX pays higher dividends than OCSGX: VEXPX (0.42) 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: 132.00 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 : -0.92 vs. VEXPX (-4.59). VEXPX return over 5 years is better than : 12.47 vs. OCSGX (-37.57).
| 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 | -7.081 | -4.593 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 19.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -0.92 | -4.59 | 20% |
| Returns for 3 years | 3.04 | 16.76 | 18% |
| Returns for 5 years | -37.57 | 12.47 | -301% |
| Returns for 10 years | -54.69 | 8.96 | -610% |
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| Adaptiv™ Select ETF | |||
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