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OCSVX vs VSIIX
OCSVX vs VSIIX Comparison
Open Charts OCSVX vs VSIIX
Optimum Small-Mid Cap Value C
Price$10.75
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets593.36M
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
OCSVX vs VSIIX Comparison Chart in %
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OCSVX vs. VSIIX commentary
Aug 18, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. OCSVX (593M). VSIIX pays higher dividends than OCSVX: VSIIX (2.08) vs OCSVX (0.34). OCSVX was incepted earlier than VSIIX: OCSVX (22 years) vs VSIIX (26 years). OCSVX (2.39) is less costly to investors than VSIIX (0.06). OCSVX is a more actively managed with annual turnover of: 117.00 vs. VSIIX (16.00). OCSVX has a lower initial minimum investment than VSIIX: OCSVX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.63 vs. OCSVX (-4.98). VSIIX return over 5 years is better than : 76.63 vs. OCSVX (14.95).
| OCSVX | VSIIX | OCSVX / VSIIX | |
| Total Expense Ratio | 2.25 | 0.06 | 3,750% |
| Annual Report Gross Expense Ratio | 2.39 | 0.06 | 3,983% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -1.195 | 2.672 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 56.4B | 1% |
| Annual Yield % from dividends | 0.34 | 2.08 | 17% |
| Returns for 1 year | -4.98 | 6.63 | -75% |
| Returns for 3 years | -10.95 | 19.32 | -57% |
| Returns for 5 years | 14.95 | 76.63 | 20% |
| Returns for 10 years | -6.42 | 99.67 | -6% |
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