OCSGX
Price
$6.90
Change
+$0.05 (+0.73%)
Updated
Jul 25 closing price
Net Assets
717.16M
VISGX
Price
$80.72
Change
+$0.57 (+0.71%)
Updated
Jul 25 closing price
Net Assets
36.92B
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OCSGX vs VISGX

Header iconOCSGX vs VISGX Comparison
Open Charts OCSGX vs VISGXBanner chart's image
Optimum Small-Mid Cap Growth C
Price$6.90
Change+$0.05 (+0.73%)
VolumeN/A
Net Assets717.16M
Vanguard Small Cap Growth Index I
Price$80.72
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
OCSGX vs VISGX Comparison Chart in %
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OCSGX vs. VISGX commentary
Jul 27, 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 VISGX is a Buy.

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FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.9B vs. OCSGX (717M). VISGX pays higher dividends than OCSGX: VISGX (0.43) vs OCSGX (0.00). OCSGX was incepted earlier than VISGX: OCSGX (22 years) vs VISGX (27 years). OCSGX (2.41) 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 : 12.27 vs. OCSGX (3.45). VISGX return over 5 years is better than : 40.06 vs. OCSGX (-39.10).
OCSGXVISGXOCSGX / VISGX
Total Expense Ratio2.240.191,179%
Annual Report Gross Expense Ratio2.410.191,268%
Fund Existence22 years27 years-
Gain YTD-0.2892.589-11%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets717M36.9B2%
Annual Yield % from dividends0.000.43-
Returns for 1 year3.4512.2728%
Returns for 3 years2.9938.158%
Returns for 5 years-39.1040.06-98%
Returns for 10 years-50.25120.87-42%
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