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OCSGX vs VISGX
OCSGX vs VISGX Comparison
Open Charts OCSGX vs VISGX
Optimum Small-Mid Cap Growth C
Price$7.17
Change-$0.26 (-3.50%)
VolumeN/A
Net Assets717.79M
Vanguard Small Cap Growth Index I
Price$82.06
Change-$2.83 (-3.33%)
VolumeN/A
Net Assets39.74B
OCSGX vs VISGX Comparison Chart in %
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OCSGX vs. VISGX commentary
Nov 14, 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: 39.7B vs. OCSGX (718M). VISGX pays higher dividends than OCSGX: VISGX (0.43) vs OCSGX (0.00). OCSGX was incepted earlier than VISGX: OCSGX (22 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 : 3.97 vs. OCSGX (2.20). VISGX return over 5 years is better than : 27.42 vs. OCSGX (-46.16).
| 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 | 28 years | - |
| Gain YTD | 7.370 | 7.920 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 39.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 2.20 | 3.97 | 55% |
| Returns for 3 years | 12.07 | 41.11 | 29% |
| Returns for 5 years | -46.16 | 27.42 | -168% |
| Returns for 10 years | -40.37 | 154.40 | -26% |
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