OCSVX
Price
$10.82
Change
+$0.06 (+0.56%)
Updated
Jul 3 closing price
Net Assets
602.58M
VSIAX
Price
$86.66
Change
+$0.43 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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OCSVX vs VSIAX

Header iconOCSVX vs VSIAX Comparison
Open Charts OCSVX vs VSIAXBanner chart's image
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.

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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).
OCSVXVSIAXOCSVX / VSIAX
Total Expense Ratio2.250.073,214%
Annual Report Gross Expense Ratio2.390.073,414%
Fund Existence22 years14 years-
Gain YTD-0.5512.044-27%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets603M54B1%
Annual Yield % from dividends0.352.1117%
Returns for 1 year-1.0511.67-9%
Returns for 3 years-0.2334.88-1%
Returns for 5 years27.9394.1630%
Returns for 10 years-10.0896.53-10%
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