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OCSVX vs VISVX
OCSVX vs VISVX Comparison
Open Charts OCSVX vs VISVX
Optimum Small-Mid Cap Value C
Price$10.82
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets602.58M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
OCSVX vs VISVX Comparison Chart in %
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OCSVX vs. VISVX commentary
Jul 07, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. OCSVX (603M). VISVX pays higher dividends than OCSVX: VISVX (1.99) vs OCSVX (0.35). OCSVX was incepted earlier than VISVX: OCSVX (22 years) vs VISVX (27 years). OCSVX (2.39) is less costly to investors than VISVX (0.19). OCSVX is a more actively managed with annual turnover of: 26.00 vs. VISVX (16.00). OCSVX has a lower initial minimum investment than VISVX: OCSVX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. OCSVX (-1.05). VISVX return over 5 years is better than : 94.00 vs. OCSVX (27.93).
| OCSVX | VISVX | OCSVX / VISVX | |
| Total Expense Ratio | 2.25 | 0.19 | 1,184% |
| Annual Report Gross Expense Ratio | 2.39 | 0.19 | 1,258% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -0.551 | 2.024 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 54B | 1% |
| Annual Yield % from dividends | 0.35 | 1.99 | 18% |
| Returns for 1 year | -1.05 | 11.64 | -9% |
| Returns for 3 years | -0.23 | 34.76 | -1% |
| Returns for 5 years | 27.93 | 94.00 | 30% |
| Returns for 10 years | -10.08 | 96.11 | -10% |