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OCSVX vs VSIAX
OCSVX vs VSIAX Comparison
Open Charts OCSVX vs VSIAX
Optimum Small-Mid Cap Value C
Price$10.08
Change-$0.18 (-1.75%)
VolumeN/A
Net Assets562.4M
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
OCSVX vs VSIAX Comparison Chart
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OCSVX vs. VSIAX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. OCSVX (562M). VSIAX pays higher dividends than OCSVX: VSIAX (2.23) vs OCSVX (0.36). 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: 26.00 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 : 3.83 vs. OCSVX (-8.57). VSIAX return over 5 years is better than : 80.63 vs. OCSVX (16.99).
| OCSVX | VSIAX | OCSVX / VSIAX | |
| Total Expense Ratio | 2.25 | 0.07 | 3,214% |
| Annual Report Gross Expense Ratio | 2.39 | 0.07 | 3,414% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -7.353 | -4.304 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 54B | 1% |
| Annual Yield % from dividends | 0.36 | 2.23 | 16% |
| Returns for 1 year | -8.57 | 3.83 | -224% |
| Returns for 3 years | -8.07 | 26.16 | -31% |
| Returns for 5 years | 16.99 | 80.63 | 21% |
| Returns for 10 years | -19.16 | 80.44 | -24% |
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