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OCSVX vs VISVX
OCSVX vs VISVX Comparison
Open Charts OCSVX vs VISVX
Optimum Small-Mid Cap Value C
Price$10.87
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets846.5M
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
OCSVX vs VISVX Comparison Chart in %
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OCSVX vs. VISVX 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 VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. OCSVX (847M). VISVX pays higher dividends than OCSVX: VISVX (1.74) vs OCSVX (0.34). OCSVX was incepted earlier than VISVX: OCSVX (23 years) vs VISVX (28 years). OCSVX (2.33) is less costly to investors than VISVX (0.19). OCSVX is a more actively managed with annual turnover of: 117.00 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 : 12.01 vs. OCSVX (-1.64). VISVX return over 5 years is better than : 51.01 vs. OCSVX (-7.08).
| OCSVX | VISVX | OCSVX / VISVX | |
| Total Expense Ratio | 2.24 | 0.19 | 1,179% |
| Annual Report Gross Expense Ratio | 2.33 | 0.19 | 1,226% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 6.049 | 6.555 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 59.8B | 1% |
| Annual Yield % from dividends | 0.34 | 1.74 | 19% |
| Returns for 1 year | -1.64 | 12.01 | -14% |
| Returns for 3 years | -2.55 | 29.81 | -9% |
| Returns for 5 years | -7.08 | 51.01 | -14% |
| Returns for 10 years | 19.76 | 161.74 | 12% |
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