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OCSGX vs VEXRX
OCSGX vs VEXRX Comparison
Open Charts OCSGX vs VEXRX
Optimum Small-Mid Cap Growth C
Price$7.54
Change+$0.08 (+1.07%)
VolumeN/A
Net Assets751.86M
Vanguard Explorer Adm
Price$115.63
Change+$1.21 (+1.06%)
VolumeN/A
Net Assets20.54B
OCSGX vs VEXRX Comparison Chart in %
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OCSGX vs. VEXRX commentary
Dec 04, 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.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. OCSGX (752M). VEXRX pays higher dividends than OCSGX: VEXRX (0.48) vs OCSGX (0.00). OCSGX was incepted earlier than VEXRX: OCSGX (22 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 (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 : 0.67 vs. VEXRX (-6.40). VEXRX return over 5 years is better than : -3.51 vs. OCSGX (-48.94).
| OCSGX | VEXRX | OCSGX / VEXRX | |
| Total Expense Ratio | 2.19 | 0.33 | 664% |
| Annual Report Gross Expense Ratio | 2.29 | 0.33 | 694% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 8.092 | 7.178 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 20.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 0.67 | -6.40 | -11% |
| Returns for 3 years | 9.68 | 18.59 | 52% |
| Returns for 5 years | -48.94 | -3.51 | 1,395% |
| Returns for 10 years | -41.61 | 34.86 | -119% |
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