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OISGX vs VISGX
OISGX vs VISGX Comparison
Open Charts OISGX vs VISGX
Optimum Small-Mid Cap Growth Instl
Price$14.96
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets740.88M
Vanguard Small Cap Growth Index I
Price$83.56
Change+$0.89 (+1.08%)
VolumeN/A
Net Assets38.63B
OISGX vs VISGX Comparison Chart in %
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OISGX vs. VISGX 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 VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.6B vs. OISGX (741M). VISGX pays higher dividends than OISGX: VISGX (0.40) vs OISGX (0.00). OISGX was incepted earlier than VISGX: OISGX (22 years) vs VISGX (27 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 : 18.17 vs. OISGX (11.14). VISGX return over 5 years is better than : 41.95 vs. OISGX (-11.22).
| 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 | 27 years | - |
| Gain YTD | 5.278 | 6.198 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 38.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 11.14 | 18.17 | 61% |
| Returns for 3 years | 19.68 | 42.48 | 46% |
| Returns for 5 years | -11.22 | 41.95 | -27% |
| Returns for 10 years | -2.54 | 141.02 | -2% |
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