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OCSGX vs VISGX
OCSGX vs VISGX Comparison
Open Charts OCSGX vs VISGX
Optimum Small-Mid Cap Growth C
Price$7.54
Change+$0.08 (+1.07%)
VolumeN/A
Net Assets751.86M
Vanguard Small Cap Growth Index I
Price$85.38
Change+$0.83 (+0.98%)
VolumeN/A
Net Assets39.74B
OCSGX vs VISGX Comparison Chart in %
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OCSGX vs. VISGX commentary
Dec 04, 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: 39.7B vs. OCSGX (752M). 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). OCSGX annual gain was more profitable for investors over the last year : 0.67 vs. VISGX (0.13). VISGX return over 5 years is better than : 21.65 vs. OCSGX (-48.94).
| 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 | 8.092 | 7.513 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 39.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 0.67 | 0.13 | 522% |
| Returns for 3 years | 9.68 | 39.84 | 24% |
| Returns for 5 years | -48.94 | 21.65 | -226% |
| Returns for 10 years | -41.61 | 145.16 | -29% |