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OCSVX vs SSGSX
OCSVX vs SSGSX Comparison
Open Charts OCSVX vs SSGSX
Optimum Small-Mid Cap Value C
Price$10.87
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets846.5M
Victory Sycamore Small Company Opp A
Price$48.32
Change+$1.94 (+4.18%)
VolumeN/A
Net Assets5.04B
OCSVX vs SSGSX Comparison Chart in %
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OCSVX vs. SSGSX 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 OCSVX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. OCSVX (847M). SSGSX pays higher dividends than OCSVX: SSGSX (0.58) vs OCSVX (0.34). OCSVX was incepted earlier than SSGSX: OCSVX (23 years) vs SSGSX (27 years). OCSVX (2.33) is less costly to investors than SSGSX (1.23). OCSVX is a more actively managed with annual turnover of: 117.00 vs. SSGSX (50.00). 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 : 3.83 vs. OCSVX (-1.64). SSGSX return over 5 years is better than : -0.23 vs. OCSVX (-7.08).
| OCSVX | SSGSX | OCSVX / SSGSX | |
| Total Expense Ratio | 2.24 | 1.23 | 182% |
| Annual Report Gross Expense Ratio | 2.33 | 1.23 | 189% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 6.049 | 8.123 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 5.04B | 17% |
| Annual Yield % from dividends | 0.34 | 0.58 | 59% |
| Returns for 1 year | -1.64 | 3.83 | -43% |
| Returns for 3 years | -2.55 | -3.10 | 82% |
| Returns for 5 years | -7.08 | -0.23 | 3,126% |
| Returns for 10 years | 19.76 | 53.01 | 37% |
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