OCSVX
Price
$10.86
Change
+$0.04 (+0.37%)
Updated
Jul 25 closing price
Net Assets
601.41M
VSIAX
Price
$87.39
Change
+$0.46 (+0.53%)
Updated
Jul 25 closing price
Net Assets
55.61B
Interact to see
Advertisement

OCSVX vs VSIAX

Header iconOCSVX vs VSIAX Comparison
Open Charts OCSVX vs VSIAXBanner chart's image
Optimum Small-Mid Cap Value C
Price$10.86
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets601.41M
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
OCSVX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OCSVX vs. VSIAX 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 VSIAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. OCSVX (601M). VSIAX pays higher dividends than OCSVX: VSIAX (2.11) vs OCSVX (0.35). OCSVX was incepted earlier than VSIAX: OCSVX (22 years) vs VSIAX (14 years). OCSVX (2.39) is less costly to investors than VSIAX (0.07). OCSVX is a more actively managed with annual turnover of: 117.00 vs. VSIAX (16.00). OCSVX has a lower initial minimum investment than VSIAX: OCSVX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 5.59 vs. OCSVX (-6.24). VSIAX return over 5 years is better than : 88.99 vs. OCSVX (23.61).
OCSVXVSIAXOCSVX / VSIAX
Total Expense Ratio2.250.073,214%
Annual Report Gross Expense Ratio2.390.073,414%
Fund Existence22 years14 years-
Gain YTD-0.1842.904-6%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets601M55.6B1%
Annual Yield % from dividends0.352.1117%
Returns for 1 year-6.245.59-112%
Returns for 3 years-2.9831.08-10%
Returns for 5 years23.6188.9927%
Returns for 10 years-5.14102.83-5%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BHFAN13.400.76
+6.01%
Brighthouse Financial
MKTX211.45-2.29
-1.07%
MarketAxess Holdings
NATR14.71-0.16
-1.08%
Nature's Sunshine Products
BODI4.61-0.06
-1.28%
Beachbody Company (The)
CLBK14.07-0.28
-1.95%
Columbia Financial