Interact to see
Advertisement
Advertisement
OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
Optimum Small-Mid Cap Growth C
Price$7.23
Change-$0.08 (-1.09%)
VolumeN/A
Net Assets841.38M
Vanguard Small Cap Growth Index I
Price$87.16
Change-$1.38 (-1.56%)
VolumeN/A
Net Assets39.31B
OCSGX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCSGX vs. VSGIX commentary
Feb 05, 2026
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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.3B vs. OCSGX (841M). VSGIX pays higher dividends than OCSGX: VSGIX (0.53) vs OCSGX (0.00). OCSGX was incepted earlier than VSGIX: OCSGX (23 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). VSGIX annual gain was more profitable for investors over the last year : 6.33 vs. OCSGX (0.42). VSGIX return over 5 years is better than : 6.41 vs. OCSGX (-48.90).
| 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 | 23 years | 26 years | - |
| Gain YTD | 1.688 | 2.565 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 841M | 39.3B | 2% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 0.42 | 6.33 | 7% |
| Returns for 3 years | 19.50 | 35.16 | 55% |
| Returns for 5 years | -48.90 | 6.41 | -763% |
| Returns for 10 years | -17.28 | 201.04 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement