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OISGX vs VEXPX
OISGX vs VEXPX Comparison
Open Charts OISGX vs VEXPX
Optimum Small-Mid Cap Growth Instl
Price$14.96
Change+$0.14 (+0.94%)
VolumeN/A
Net Assets734.98M
OISGX vs VEXPX Comparison Chart in %
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OISGX vs. VEXPX commentary
Sep 29, 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 OISGX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. OISGX (735M). VEXPX pays higher dividends than OISGX: VEXPX (0.39) vs OISGX (0.00). OISGX was incepted earlier than VEXPX: OISGX (22 years) vs VEXPX (58 years). OISGX (1.29) is less costly to investors than VEXPX (0.44). OISGX is a more actively managed with annual turnover of: 131.00 vs. VEXPX (35.00). OISGX has a lower initial minimum investment than VEXPX: OISGX (0) vs VEXPX (3000). OISGX annual gain was more profitable for investors over the last year : 6.63 vs. VEXPX (-1.58). VEXPX return over 5 years is better than : 13.68 vs. OISGX (-11.43).
| OISGX | VEXPX | OISGX / VEXPX | |
| Total Expense Ratio | 1.19 | 0.44 | 270% |
| Annual Report Gross Expense Ratio | 1.29 | 0.44 | 293% |
| Fund Existence | 22 years | 58 years | - |
| Gain YTD | 5.278 | 4.863 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 20.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 6.63 | -1.58 | -421% |
| Returns for 3 years | 27.75 | 31.61 | 88% |
| Returns for 5 years | -11.43 | 13.68 | -84% |
| Returns for 10 years | 6.02 | 42.38 | 14% |
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