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OCSGX vs VEXRX
OCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRX
Optimum Small-Mid Cap Growth C
Price$7.23
Change-$0.08 (-1.09%)
VolumeN/A
Net Assets841.38M
Vanguard Explorer Adm
Price$110.48
Change-$0.58 (-0.52%)
VolumeN/A
Net Assets20.23B
OCSGX vs VEXRX Comparison Chart in %
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OCSGX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.2B vs. OCSGX (841M). VEXRX pays higher dividends than OCSGX: VEXRX (0.54) vs OCSGX (0.00). OCSGX was incepted earlier than VEXRX: OCSGX (23 years) vs VEXRX (24 years). OCSGX (2.29) is less costly to investors than VEXRX (0.33). OCSGX is a more actively managed with annual turnover of: 131.00 vs. VEXRX (51.00). 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 : 0.42 vs. VEXRX (-0.58). VEXRX return over 5 years is better than : -14.31 vs. OCSGX (-48.90).
| OCSGX | VEXRX | OCSGX / VEXRX | |
| Total Expense Ratio | 2.19 | 0.33 | 664% |
| Annual Report Gross Expense Ratio | 2.29 | 0.33 | 694% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 1.688 | 3.552 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 841M | 20.2B | 4% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 0.42 | -0.58 | -71% |
| Returns for 3 years | 19.50 | 12.98 | 150% |
| Returns for 5 years | -48.90 | -14.31 | 342% |
| Returns for 10 years | -17.28 | 71.39 | -24% |
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