OCSGX
Price
$6.83
Change
+$0.07 (+1.04%)
Updated
Jul 3 closing price
Net Assets
714.12M
VEXRX
Price
$107.70
Change
+$0.84 (+0.79%)
Updated
Jul 3 closing price
Net Assets
19.41B
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OCSGX vs VEXRX

Header iconOCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRXBanner chart's image
Optimum Small-Mid Cap Growth C
Price$6.83
Change+$0.07 (+1.04%)
VolumeN/A
Net Assets714.12M
Vanguard Explorer Adm
Price$107.70
Change+$0.84 (+0.79%)
VolumeN/A
Net Assets19.41B
OCSGX vs VEXRX Comparison Chart in %
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OCSGX vs. VEXRX commentary
Jul 07, 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 VEXRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. OCSGX (714M). VEXRX pays higher dividends than OCSGX: VEXRX (0.52) vs OCSGX (0.00). OCSGX was incepted earlier than VEXRX: OCSGX (22 years) vs VEXRX (24 years). OCSGX (2.41) is less costly to investors than VEXRX (0.33). OCSGX is a more actively managed with annual turnover of: 132.00 vs. VEXRX (35.00). OCSGX has a lower initial minimum investment than VEXRX: OCSGX (1000) vs VEXRX (50000). OCSGX annual gain was more profitable for investors over the last year : 4.59 vs. VEXRX (1.29). VEXRX return over 5 years is better than : 13.21 vs. OCSGX (-37.85).
OCSGXVEXRXOCSGX / VEXRX
Total Expense Ratio2.240.33679%
Annual Report Gross Expense Ratio2.410.33730%
Fund Existence22 years24 years-
Gain YTD-1.3010.796-163%
Front LoadN/AN/A-
Min. Initial Investment1000500002%
Min. Initial Investment IRAN/AN/A-
Net Assets714M19.4B4%
Annual Yield % from dividends0.000.52-
Returns for 1 year4.591.29357%
Returns for 3 years5.8920.9628%
Returns for 5 years-37.8513.21-286%
Returns for 10 years-50.7918.20-279%
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