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OCSVX vs VISVX
OCSVX vs VISVX Comparison
Open Charts OCSVX vs VISVX
Optimum Small-Mid Cap Value C
Price$11.04
Change+$0.16 (+1.47%)
VolumeN/A
Net Assets600.31M
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
OCSVX vs VISVX Comparison Chart in %
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OCSVX vs. VISVX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. OCSVX (600M). VISVX pays higher dividends than OCSVX: VISVX (1.86) vs OCSVX (0.33). OCSVX was incepted earlier than VISVX: OCSVX (22 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 : -1.68 vs. OCSVX (-15.14). VISVX return over 5 years is better than : 56.36 vs. OCSVX (0.81).
| 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 | 22 years | 28 years | - |
| Gain YTD | 0.368 | 6.700 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 58.3B | 1% |
| Annual Yield % from dividends | 0.33 | 1.86 | 18% |
| Returns for 1 year | -15.14 | -1.68 | 902% |
| Returns for 3 years | -7.00 | 26.40 | -27% |
| Returns for 5 years | 0.81 | 56.36 | 1% |
| Returns for 10 years | -2.42 | 112.68 | -2% |
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