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OCSVX vs VISVX
OCSVX vs VISVX Comparison
Open Charts OCSVX vs VISVX
Optimum Small-Mid Cap Value C
Price$10.86
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets601.41M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
OCSVX vs VISVX Comparison Chart in %
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OCSVX vs. VISVX commentary
Jul 28, 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: 55.6B vs. OCSVX (601M). 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: 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 : 5.54 vs. OCSVX (-6.24). VISVX return over 5 years is better than : 88.78 vs. OCSVX (23.61).
| 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 | -0.184 | 2.868 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 55.6B | 1% |
| Annual Yield % from dividends | 0.35 | 1.99 | 18% |
| Returns for 1 year | -6.24 | 5.54 | -113% |
| Returns for 3 years | -2.98 | 30.99 | -10% |
| Returns for 5 years | 23.61 | 88.78 | 27% |
| Returns for 10 years | -5.14 | 102.36 | -5% |
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