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OISGX vs VISGX
OISGX vs VISGX Comparison
Open Charts OISGX vs VISGX
Optimum Small-Mid Cap Growth Instl
Price$15.39
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets743.72M
Vanguard Small Cap Growth Index I
Price$84.89
Change-$0.02 (-0.02%)
VolumeN/A
Net Assets39.74B
OISGX vs VISGX Comparison Chart in %
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OISGX vs. VISGX commentary
Nov 14, 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 VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.7B vs. OISGX (744M). VISGX pays higher dividends than OISGX: VISGX (0.43) vs OISGX (0.00). OISGX was incepted earlier than VISGX: OISGX (22 years) vs VISGX (28 years). OISGX (1.29) is less costly to investors than VISGX (0.19). OISGX is a more actively managed with annual turnover of: 131.00 vs. VISGX (21.00). OISGX has a lower initial minimum investment than VISGX: OISGX (0) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 3.97 vs. OISGX (3.22). VISGX return over 5 years is better than : 27.42 vs. OISGX (-21.00).
| OISGX | VISGX | OISGX / VISGX | |
| Total Expense Ratio | 1.19 | 0.19 | 626% |
| Annual Report Gross Expense Ratio | 1.29 | 0.19 | 679% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 8.304 | 7.920 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 39.7B | 2% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 3.22 | 3.97 | 81% |
| Returns for 3 years | 24.72 | 41.11 | 60% |
| Returns for 5 years | -21.00 | 27.42 | -77% |
| Returns for 10 years | 5.19 | 154.40 | 3% |
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