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OCSGX vs VSGAX
OCSGX vs VSGAX Comparison
Open Charts OCSGX vs VSGAX
Optimum Small-Mid Cap Growth C
Price$6.43
Change-$0.12 (-1.83%)
VolumeN/A
Net Assets675.12M
Vanguard Small Cap Growth Index Admiral
Price$93.96
Change-$1.57 (-1.64%)
VolumeN/A
Net Assets34.95B
OCSGX vs VSGAX Comparison Chart
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OCSGX vs. VSGAX commentary
Jun 16, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. OCSGX (675M). VSGAX pays higher dividends than OCSGX: VSGAX (0.57) vs OCSGX (0.00). OCSGX was incepted earlier than VSGAX: OCSGX (22 years) vs VSGAX (14 years). OCSGX (2.41) is less costly to investors than VSGAX (0.07). OCSGX is a more actively managed with annual turnover of: 132.00 vs. VSGAX (21.00). OCSGX has a lower initial minimum investment than VSGAX: OCSGX (1000) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 7.16 vs. OCSGX (-0.92). VSGAX return over 5 years is better than : 40.57 vs. OCSGX (-37.57).
| OCSGX | VSGAX | OCSGX / VSGAX | |
| Total Expense Ratio | 2.24 | 0.07 | 3,200% |
| Annual Report Gross Expense Ratio | 2.41 | 0.07 | 3,443% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -7.081 | -4.503 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 675M | 35B | 2% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -0.92 | 7.16 | -13% |
| Returns for 3 years | 3.04 | 38.65 | 8% |
| Returns for 5 years | -37.57 | 40.57 | -93% |
| Returns for 10 years | -54.69 | 101.45 | -54% |
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