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OISGX vs VEXRX
OISGX vs VEXRX Comparison
Open Charts OISGX vs VEXRX
Optimum Small-Mid Cap Growth Instl
Price$14.26
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets717.16M
Vanguard Explorer Adm
Price$108.38
Change+$0.80 (+0.74%)
VolumeN/A
Net Assets20.12B
OISGX vs VEXRX Comparison Chart in %
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OISGX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.1B vs. OISGX (717M). VEXRX pays higher dividends than OISGX: VEXRX (0.52) vs OISGX (0.00). OISGX was incepted earlier than VEXRX: OISGX (22 years) vs VEXRX (24 years). OISGX (1.41) 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 : 4.55 vs. VEXRX (-1.37). VEXRX return over 5 years is better than : 11.05 vs. OISGX (-10.54).
| OISGX | VEXRX | OISGX / VEXRX | |
| Total Expense Ratio | 1.24 | 0.33 | 376% |
| Annual Report Gross Expense Ratio | 1.41 | 0.33 | 427% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 0.352 | 1.432 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 20.1B | 4% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 4.55 | -1.37 | -333% |
| Returns for 3 years | 14.81 | 17.02 | 87% |
| Returns for 5 years | -10.54 | 11.05 | -95% |
| Returns for 10 years | -12.14 | 20.53 | -59% |
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