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OCSVX vs VSIAX
OCSVX vs VSIAX Comparison
Open Charts OCSVX vs VSIAX
Optimum Small-Mid Cap Value C
Price$11.12
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets610.9M
Vanguard Small Cap Value Index Admiral
Price$90.62
Change+$0.38 (+0.42%)
VolumeN/A
Net Assets59.22B
OCSVX vs VSIAX Comparison Chart in %
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OCSVX vs. VSIAX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. OCSVX (611M). VSIAX pays higher dividends than OCSVX: VSIAX (1.97) vs OCSVX (0.33). OCSVX was incepted earlier than VSIAX: OCSVX (22 years) vs VSIAX (14 years). OCSVX (2.33) 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 : 10.22 vs. OCSVX (-2.49). VSIAX return over 5 years is better than : 86.42 vs. OCSVX (20.05).
| OCSVX | VSIAX | OCSVX / VSIAX | |
| Total Expense Ratio | 2.24 | 0.07 | 3,200% |
| Annual Report Gross Expense Ratio | 2.33 | 0.07 | 3,329% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 2.206 | 6.707 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 611M | 59.2B | 1% |
| Annual Yield % from dividends | 0.33 | 1.97 | 17% |
| Returns for 1 year | -2.49 | 10.22 | -24% |
| Returns for 3 years | 2.16 | 36.67 | 6% |
| Returns for 5 years | 20.05 | 86.42 | 23% |
| Returns for 10 years | 0.44 | 117.84 | 0% |
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