Interact to see
Advertisement
Advertisement
OCSGX vs VSGIX
OCSGX vs VSGIX Comparison
Open Charts OCSGX vs VSGIX
Optimum Small-Mid Cap Growth C
Price$7.17
Change-$0.26 (-3.50%)
VolumeN/A
Net Assets717.79M
Vanguard Small Cap Growth Index I
Price$82.18
Change-$2.84 (-3.34%)
VolumeN/A
Net Assets39.74B
OCSGX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCSGX vs. VSGIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. OCSGX (718M). 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 (2.29) 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 : 4.02 vs. OCSGX (2.20). VSGIX return over 5 years is better than : 27.70 vs. OCSGX (-46.16).
| 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 | 25 years | - |
| Gain YTD | 7.370 | 7.958 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 718M | 39.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 2.20 | 4.02 | 55% |
| Returns for 3 years | 12.07 | 41.29 | 29% |
| Returns for 5 years | -46.16 | 27.70 | -167% |
| Returns for 10 years | -40.37 | 155.49 | -26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement