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OCSVX vs VSIIX
OCSVX vs VSIIX Comparison
Open Charts OCSVX vs VSIIX
Optimum Small-Mid Cap Value C
Price$11.04
Change+$0.16 (+1.47%)
VolumeN/A
Net Assets600.31M
Vanguard Small Cap Value Index I
Price$50.98
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
OCSVX vs VSIIX Comparison Chart in %
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VS
VS
OCSVX vs. VSIIX commentary
Dec 04, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. OCSVX (600M). VSIIX pays higher dividends than OCSVX: VSIIX (1.98) vs OCSVX (0.33). OCSVX was incepted earlier than VSIIX: OCSVX (22 years) vs VSIIX (26 years). OCSVX (2.33) 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 : -1.66 vs. OCSVX (-15.14). VSIIX return over 5 years is better than : 56.53 vs. OCSVX (0.81).
| OCSVX | VSIIX | OCSVX / VSIIX | |
| Total Expense Ratio | 2.24 | 0.06 | 3,733% |
| Annual Report Gross Expense Ratio | 2.33 | 0.06 | 3,883% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 0.368 | 6.738 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 58.3B | 1% |
| Annual Yield % from dividends | 0.33 | 1.98 | 17% |
| Returns for 1 year | -15.14 | -1.66 | 911% |
| Returns for 3 years | -7.00 | 26.51 | -26% |
| Returns for 5 years | 0.81 | 56.53 | 1% |
| Returns for 10 years | -2.42 | 113.27 | -2% |
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