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OCSGX vs VISGX
OCSGX vs VISGX Comparison
Open Charts OCSGX vs VISGX
Optimum Small-Mid Cap Growth C
Price$7.22
Change-$0.16 (-2.17%)
VolumeN/A
Net Assets773.04M
Vanguard Small Cap Growth Index I
Price$86.21
Change-$1.64 (-1.87%)
VolumeN/A
Net Assets39.73B
OCSGX vs VISGX Comparison Chart in %
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OCSGX vs. VISGX commentary
Dec 13, 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 (773M). 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 : 4.88 vs. OCSGX (0.14). VISGX return over 5 years is better than : 22.65 vs. OCSGX (-39.51).
| 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 | 6.647 | 11.683 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 39.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 0.14 | 4.88 | 3% |
| Returns for 3 years | 30.85 | 50.44 | 61% |
| Returns for 5 years | -39.51 | 22.65 | -174% |
| Returns for 10 years | -27.86 | 167.11 | -17% |
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