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OISGX vs VEXRX
OISGX vs VEXRX Comparison
Open Charts OISGX vs VEXRX
Optimum Small-Mid Cap Growth Instl
Price$14.96
Change+$0.14 (+0.94%)
VolumeN/A
Net Assets734.98M
Vanguard Explorer Adm
Price$112.14
Change+$1.12 (+1.01%)
VolumeN/A
Net Assets20.46B
OISGX vs VEXRX Comparison Chart in %
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OISGX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. OISGX (735M). VEXRX pays higher dividends than OISGX: VEXRX (0.50) vs OISGX (0.00). OISGX was incepted earlier than VEXRX: OISGX (22 years) vs VEXRX (24 years). OISGX (1.29) is less costly to investors than VEXRX (0.33). OISGX is a more actively managed with annual turnover of: 131.00 vs. VEXRX (35.00). OISGX has a lower initial minimum investment than VEXRX: OISGX (0) vs VEXRX (50000). OISGX annual gain was more profitable for investors over the last year : 6.63 vs. VEXRX (-1.58). VEXRX return over 5 years is better than : 13.62 vs. OISGX (-11.43).
| OISGX | VEXRX | OISGX / VEXRX | |
| Total Expense Ratio | 1.19 | 0.33 | 361% |
| Annual Report Gross Expense Ratio | 1.29 | 0.33 | 391% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 5.278 | 4.951 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 735M | 20.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 6.63 | -1.58 | -420% |
| Returns for 3 years | 27.75 | 31.59 | 88% |
| Returns for 5 years | -11.43 | 13.62 | -84% |
| Returns for 10 years | 6.02 | 42.33 | 14% |
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