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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+$0.05 (+0.34%)
VolumeN/A
Net Assets740.88M
Vanguard Explorer Adm
Price$112.44
Change+$0.76 (+0.68%)
VolumeN/A
Net Assets20.46B
OISGX vs VEXRX Comparison Chart in %
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OISGX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. OISGX (741M). 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 : 11.14 vs. VEXRX (2.61). VEXRX return over 5 years is better than : 12.06 vs. OISGX (-11.22).
| 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 | 5.232 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 20.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 11.14 | 2.61 | 427% |
| Returns for 3 years | 19.68 | 22.01 | 89% |
| Returns for 5 years | -11.22 | 12.06 | -93% |
| Returns for 10 years | -2.54 | 31.16 | -8% |
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