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OISGX vs VEXPX
OISGX vs VEXPX Comparison
Open Charts OISGX vs VEXPX
Optimum Small-Mid Cap Growth Instl
Price$14.26
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets717.16M
OISGX vs VEXPX Comparison Chart in %
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OISGX vs. VEXPX commentary
Jul 28, 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: 20.1B vs. OISGX (717M). 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 : 4.55 vs. VEXPX (-1.35). VEXPX return over 5 years is better than : 11.12 vs. OISGX (-10.54).
| 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 | 0.352 | 1.366 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 20.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 4.55 | -1.35 | -336% |
| Returns for 3 years | 14.81 | 17.05 | 87% |
| Returns for 5 years | -10.54 | 11.12 | -95% |
| Returns for 10 years | -12.14 | 20.57 | -59% |
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