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OCSVX vs SSGSX
OCSVX vs SSGSX Comparison
Open Charts OCSVX vs SSGSX
Optimum Small-Mid Cap Value C
Price$10.67
Change-$0.18 (-1.66%)
VolumeN/A
Net Assets582.06M
Victory Sycamore Small Company Opp A
Price$45.80
Change-$0.67 (-1.44%)
VolumeN/A
Net Assets5.39B
OCSVX vs SSGSX Comparison Chart in %
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OCSVX vs. SSGSX commentary
Oct 17, 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 OCSVX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.39B vs. OCSVX (582M). SSGSX pays higher dividends than OCSVX: SSGSX (0.48) vs OCSVX (0.33). OCSVX was incepted earlier than SSGSX: OCSVX (22 years) vs SSGSX (27 years). OCSVX (2.33) is less costly to investors than SSGSX (1.26). OCSVX is a more actively managed with annual turnover of: 117.00 vs. SSGSX (37.00). OCSVX has a lower initial minimum investment than SSGSX: OCSVX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -8.53 vs. OCSVX (-12.48). SSGSX return over 5 years is better than : 17.67 vs. OCSVX (12.54).
| OCSVX | SSGSX | OCSVX / SSGSX | |
| Total Expense Ratio | 2.24 | 1.26 | 178% |
| Annual Report Gross Expense Ratio | 2.33 | 1.26 | 185% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -1.930 | -1.357 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 5.39B | 11% |
| Annual Yield % from dividends | 0.33 | 0.48 | 70% |
| Returns for 1 year | -12.48 | -8.53 | 146% |
| Returns for 3 years | 2.34 | 1.99 | 117% |
| Returns for 5 years | 12.54 | 17.67 | 71% |
| Returns for 10 years | -3.89 | 18.55 | -21% |
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