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OCSVX vs VSIAX
OCSVX vs VSIAX Comparison
Open Charts OCSVX vs VSIAX
Optimum Small-Mid Cap Value C
Price$10.82
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets602.58M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
OCSVX vs VSIAX Comparison Chart in %
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OCSVX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. OCSVX (603M). 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: 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 : 11.67 vs. OCSVX (-1.05). VSIAX return over 5 years is better than : 94.16 vs. OCSVX (27.93).
| 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 | -0.551 | 2.044 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 54B | 1% |
| Annual Yield % from dividends | 0.35 | 2.11 | 17% |
| Returns for 1 year | -1.05 | 11.67 | -9% |
| Returns for 3 years | -0.23 | 34.88 | -1% |
| Returns for 5 years | 27.93 | 94.16 | 30% |
| Returns for 10 years | -10.08 | 96.53 | -10% |