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OCSGX vs VISGX
OCSGX vs VISGX Comparison
Open Charts OCSGX vs VISGX
Optimum Small-Mid Cap Growth C
Price$6.83
Change+$0.07 (+1.04%)
VolumeN/A
Net Assets714.12M
Vanguard Small Cap Growth Index I
Price$79.16
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
OCSGX vs VISGX Comparison Chart in %
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OCSGX vs. VISGX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. OCSGX (714M). 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: 132.00 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 : 12.91 vs. OCSGX (4.59). VISGX return over 5 years is better than : 40.47 vs. OCSGX (-37.85).
| OCSGX | VISGX | OCSGX / VISGX | |
| Total Expense Ratio | 2.24 | 0.19 | 1,179% |
| Annual Report Gross Expense Ratio | 2.41 | 0.19 | 1,268% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -1.301 | 0.606 | -215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 35B | 2% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 4.59 | 12.91 | 36% |
| Returns for 3 years | 5.89 | 41.73 | 14% |
| Returns for 5 years | -37.85 | 40.47 | -94% |
| Returns for 10 years | -50.79 | 115.56 | -44% |
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