Interact to see
Advertisement
Advertisement
OCSGX vs VSGAX
OCSGX vs VSGAX Comparison
Open Charts OCSGX vs VSGAX
Optimum Small-Mid Cap Growth C
Price$7.54
Change+$0.08 (+1.07%)
VolumeN/A
Net Assets751.86M
Vanguard Small Cap Growth Index Admiral
Price$106.78
Change+$1.04 (+0.98%)
VolumeN/A
Net Assets39.74B
OCSGX vs VSGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCSGX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.7B vs. OCSGX (752M). VSGAX pays higher dividends than OCSGX: VSGAX (0.54) vs OCSGX (0.00). OCSGX was incepted earlier than VSGAX: OCSGX (22 years) vs VSGAX (14 years). OCSGX (2.29) is less costly to investors than VSGAX (0.07). OCSGX is a more actively managed with annual turnover of: 131.00 vs. VSGAX (21.00). OCSGX has a lower initial minimum investment than VSGAX: OCSGX (1000) vs VSGAX (3000). OCSGX annual gain was more profitable for investors over the last year : 0.67 vs. VSGAX (0.15). VSGAX return over 5 years is better than : 21.86 vs. OCSGX (-48.94).
| OCSGX | VSGAX | OCSGX / VSGAX | |
| Total Expense Ratio | 2.19 | 0.07 | 3,129% |
| Annual Report Gross Expense Ratio | 2.29 | 0.07 | 3,271% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 8.092 | 7.550 | 107% |
| 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 | 0.54 | - |
| Returns for 1 year | 0.67 | 0.15 | 440% |
| Returns for 3 years | 9.68 | 39.98 | 24% |
| Returns for 5 years | -48.94 | 21.86 | -224% |
| Returns for 10 years | -41.61 | 146.20 | -28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers