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OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
Optimum Small-Mid Cap Growth C
Price$6.90
Change+$0.05 (+0.73%)
VolumeN/A
Net Assets717.16M
Vanguard Small Cap Growth Index I
Price$80.83
Change+$0.57 (+0.71%)
VolumeN/A
Net Assets36.92B
OCSGX vs VSGIX Comparison Chart in %
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VS
VS
OCSGX vs. VSGIX commentary
Jul 27, 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: 36.9B vs. OCSGX (717M). VSGIX pays higher dividends than OCSGX: VSGIX (0.55) vs OCSGX (0.00). OCSGX was incepted earlier than VSGIX: OCSGX (22 years) vs VSGIX (25 years). OCSGX (2.41) 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 : 12.32 vs. OCSGX (3.45). VSGIX return over 5 years is better than : 40.33 vs. OCSGX (-39.10).
| OCSGX | VSGIX | OCSGX / VSGIX | |
| Total Expense Ratio | 2.24 | 0.06 | 3,733% |
| Annual Report Gross Expense Ratio | 2.41 | 0.06 | 4,017% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -0.289 | 2.600 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 36.9B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 3.45 | 12.32 | 28% |
| Returns for 3 years | 2.99 | 38.29 | 8% |
| Returns for 5 years | -39.10 | 40.33 | -97% |
| Returns for 10 years | -50.25 | 121.77 | -41% |
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