Interact to see
Advertisement
Advertisement
OISGX vs VEXPX
OISGX vs VEXPX Comparison
Open Charts OISGX vs VEXPX
Optimum Small-Mid Cap Growth Instl
Price$14.47
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets722.29M
OISGX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OISGX vs. VEXPX 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 OISGX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. OISGX (722M). VEXPX pays higher dividends than OISGX: VEXPX (0.40) vs OISGX (0.00). OISGX was incepted earlier than VEXPX: OISGX (22 years) vs VEXPX (58 years). OISGX (1.41) 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 : 6.16 vs. VEXPX (-1.90). VEXPX return over 5 years is better than : 5.07 vs. OISGX (-14.43).
| OISGX | VEXPX | OISGX / VEXPX | |
| Total Expense Ratio | 1.24 | 0.44 | 282% |
| Annual Report Gross Expense Ratio | 1.41 | 0.44 | 320% |
| Fund Existence | 22 years | 58 years | - |
| Gain YTD | 1.830 | 1.235 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 19.9B | 4% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 6.16 | -1.90 | -325% |
| Returns for 3 years | 5.39 | 5.40 | 100% |
| Returns for 5 years | -14.43 | 5.07 | -284% |
| Returns for 10 years | -10.01 | 19.92 | -50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement