OCSGX
Price
$7.00
Change
-$0.01 (-0.14%)
Updated
Aug 15 closing price
Net Assets
722.29M
VEXRX
Price
$108.24
Change
-$0.15 (-0.14%)
Updated
Aug 15 closing price
Net Assets
19.88B
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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$7.00
Change-$0.01 (-0.14%)
VolumeN/A
Net Assets722.29M
Vanguard Explorer Adm
Price$108.24
Change-$0.15 (-0.14%)
VolumeN/A
Net Assets19.88B
OCSGX vs VEXRX Comparison Chart in %
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OCSGX vs. VEXRX 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 VEXRX is a Hold.

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FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.9B vs. OCSGX (722M). 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: 131.00 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 : 5.11 vs. VEXRX (-1.91). VEXRX return over 5 years is better than : 5.01 vs. OCSGX (-41.72).
OCSGXVEXRXOCSGX / VEXRX
Total Expense Ratio2.240.33679%
Annual Report Gross Expense Ratio2.410.33730%
Fund Existence22 years24 years-
Gain YTD1.1561.30189%
Front LoadN/AN/A-
Min. Initial Investment1000500002%
Min. Initial Investment IRAN/AN/A-
Net Assets722M19.9B4%
Annual Yield % from dividends0.000.52-
Returns for 1 year5.11-1.91-267%
Returns for 3 years-5.415.36-101%
Returns for 5 years-41.725.01-833%
Returns for 10 years-49.0219.88-247%
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