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OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
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$85.51
Change+$0.83 (+0.98%)
VolumeN/A
Net Assets39.74B
OCSGX vs VSGIX Comparison Chart in %
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OCSGX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. OCSGX (752M). VSGIX pays higher dividends than OCSGX: VSGIX (0.55) vs OCSGX (0.00). OCSGX was incepted earlier than VSGIX: OCSGX (22 years) vs VSGIX (26 years). OCSGX (2.29) is less costly to investors than VSGIX (0.06). OCSGX is a more actively managed with annual turnover of: 131.00 vs. VSGIX (21.00). OCSGX has a lower initial minimum investment than VSGIX: OCSGX (1000) vs VSGIX (5000000). OCSGX annual gain was more profitable for investors over the last year : 0.67 vs. VSGIX (0.15). VSGIX return over 5 years is better than : 21.88 vs. OCSGX (-48.94).
| OCSGX | VSGIX | OCSGX / VSGIX | |
| Total Expense Ratio | 2.19 | 0.06 | 3,650% |
| Annual Report Gross Expense Ratio | 2.29 | 0.06 | 3,817% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 8.092 | 7.552 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 39.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 0.67 | 0.15 | 439% |
| Returns for 3 years | 9.68 | 39.99 | 24% |
| Returns for 5 years | -48.94 | 21.88 | -224% |
| Returns for 10 years | -41.61 | 146.22 | -28% |