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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+$0.02 (+0.28%)
VolumeN/A
Net Assets740.88M
Vanguard Small Cap Growth Index I
Price$83.56
Change+$0.89 (+1.08%)
VolumeN/A
Net Assets38.63B
OCSGX vs VISGX Comparison Chart in %
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OCSGX vs. VISGX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.6B vs. OCSGX (741M). VISGX pays higher dividends than OCSGX: VISGX (0.40) vs OCSGX (0.00). OCSGX was incepted earlier than VISGX: OCSGX (22 years) vs VISGX (27 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 : 18.17 vs. OCSGX (10.05). VISGX return over 5 years is better than : 41.95 vs. OCSGX (-39.55).
| 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 | 22 years | 27 years | - |
| Gain YTD | 4.480 | 6.198 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 38.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 10.05 | 18.17 | 55% |
| Returns for 3 years | 7.43 | 42.48 | 17% |
| Returns for 5 years | -39.55 | 41.95 | -94% |
| Returns for 10 years | -44.81 | 141.02 | -32% |
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