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OCSGX vs VISGX
OCSGX vs VISGX Comparison
Open Charts OCSGX vs VISGX
Optimum Small-Mid Cap Growth C
Price$7.23
Change-$0.08 (-1.09%)
VolumeN/A
Net Assets841.38M
Vanguard Small Cap Growth Index I
Price$87.03
Change-$1.38 (-1.56%)
VolumeN/A
Net Assets39.31B
OCSGX vs VISGX Comparison Chart in %
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OCSGX vs. VISGX 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 VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.3B vs. OCSGX (841M). VISGX pays higher dividends than OCSGX: VISGX (0.41) vs OCSGX (0.00). OCSGX was incepted earlier than VISGX: OCSGX (23 years) vs VISGX (28 years). OCSGX (2.29) is less costly to investors than VISGX (0.19). OCSGX is a more actively managed with annual turnover of: 131.00 vs. VISGX (21.00). OCSGX has a lower initial minimum investment than VISGX: OCSGX (1000) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 6.30 vs. OCSGX (0.42). VISGX return over 5 years is better than : 6.20 vs. OCSGX (-48.90).
| OCSGX | VISGX | OCSGX / VISGX | |
| Total Expense Ratio | 2.19 | 0.19 | 1,153% |
| Annual Report Gross Expense Ratio | 2.29 | 0.19 | 1,205% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 1.688 | 2.545 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 841M | 39.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | 0.42 | 6.30 | 7% |
| Returns for 3 years | 19.50 | 35.00 | 56% |
| Returns for 5 years | -48.90 | 6.20 | -789% |
| Returns for 10 years | -17.28 | 199.75 | -9% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ARB | 29.04 | 0.10 | +0.35% |
| AltShares Merger Arbitrage ETF | |||
| BGRN | 47.84 | 0.02 | +0.03% |
| iShares USD Green Bond ETF | |||
| FRDD | 18.86 | N/A | N/A |
| Direxion Daily F Bear 1X ETF | |||
| RFEU | 76.24 | N/A | N/A |
| First Trust RiverFront Dynamic Europe ETF | |||
| NEA | 11.66 | -0.02 | -0.17% |
| Nuveen AMT-Free Quality Municipal Income Fund | |||