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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+$0.05 (+0.34%)
VolumeN/A
Net Assets740.88M
OISGX vs VEXPX Comparison Chart in %
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OISGX vs. VEXPX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. OISGX (741M). 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 : 11.14 vs. VEXPX (2.63). VEXPX return over 5 years is better than : 12.14 vs. OISGX (-11.22).
| 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 | 5.159 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 20.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 11.14 | 2.63 | 423% |
| Returns for 3 years | 19.68 | 22.05 | 89% |
| Returns for 5 years | -11.22 | 12.14 | -92% |
| Returns for 10 years | -2.54 | 31.21 | -8% |
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