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OCSGX vs VSGAX
OCSGX vs VSGAX Comparison
Open Charts OCSGX vs VSGAX
Optimum Small-Mid Cap Growth C
Price$7.23
Change+$0.02 (+0.28%)
VolumeN/A
Net Assets740.88M
Vanguard Small Cap Growth Index Admiral
Price$104.51
Change+$1.12 (+1.08%)
VolumeN/A
Net Assets38.63B
OCSGX vs VSGAX Comparison Chart in %
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OCSGX vs. VSGAX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.6B vs. OCSGX (741M). VSGAX pays higher dividends than OCSGX: VSGAX (0.51) 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). VSGAX annual gain was more profitable for investors over the last year : 18.22 vs. OCSGX (10.05). VSGAX return over 5 years is better than : 42.21 vs. OCSGX (-39.55).
| 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 | 4.480 | 6.241 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 38.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | 10.05 | 18.22 | 55% |
| Returns for 3 years | 7.43 | 42.63 | 17% |
| Returns for 5 years | -39.55 | 42.21 | -94% |
| Returns for 10 years | -44.81 | 141.95 | -32% |
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