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OCSVX vs VISVX
OCSVX vs VISVX Comparison
Open Charts OCSVX vs VISVX
Optimum Small-Mid Cap Value C
Price$10.75
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets593.36M
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
OCSVX vs VISVX Comparison Chart in %
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OCSVX vs. VISVX commentary
Aug 18, 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 VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. OCSVX (593M). VISVX pays higher dividends than OCSVX: VISVX (1.95) vs OCSVX (0.34). 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 : 6.61 vs. OCSVX (-4.98). VISVX return over 5 years is better than : 76.46 vs. OCSVX (14.95).
| 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 | -1.195 | 2.657 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 56.4B | 1% |
| Annual Yield % from dividends | 0.34 | 1.95 | 18% |
| Returns for 1 year | -4.98 | 6.61 | -75% |
| Returns for 3 years | -10.95 | 19.23 | -57% |
| Returns for 5 years | 14.95 | 76.46 | 20% |
| Returns for 10 years | -6.42 | 99.26 | -6% |
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