OCSVX
Price
$10.82
Change
+$0.06 (+0.56%)
Updated
Jul 3 closing price
Net Assets
602.58M
VISVX
Price
$48.37
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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OCSVX vs VISVX

Header iconOCSVX vs VISVX Comparison
Open Charts OCSVX vs VISVXBanner chart's image
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.

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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).
OCSVXVISVXOCSVX / VISVX
Total Expense Ratio2.250.191,184%
Annual Report Gross Expense Ratio2.390.191,258%
Fund Existence22 years27 years-
Gain YTD-0.5512.024-27%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets603M54B1%
Annual Yield % from dividends0.351.9918%
Returns for 1 year-1.0511.64-9%
Returns for 3 years-0.2334.76-1%
Returns for 5 years27.9394.0030%
Returns for 10 years-10.0896.11-10%
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