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OISGX vs VSGAX
OISGX vs VSGAX Comparison
Open Charts OISGX vs VSGAX
Optimum Small-Mid Cap Growth Instl
Price$14.10
Change+$0.14 (+1.00%)
VolumeN/A
Net Assets714.12M
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
OISGX vs VSGAX Comparison Chart in %
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OISGX vs. VSGAX commentary
Jul 07, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. OISGX (714M). VSGAX pays higher dividends than OISGX: VSGAX (0.54) vs OISGX (0.00). OISGX was incepted earlier than VSGAX: OISGX (22 years) vs VSGAX (14 years). OISGX (1.41) is less costly to investors than VSGAX (0.07). OISGX is a more actively managed with annual turnover of: 132.00 vs. VSGAX (21.00). OISGX has a lower initial minimum investment than VSGAX: OISGX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 12.95 vs. OISGX (5.62). VSGAX return over 5 years is better than : 40.75 vs. OISGX (-8.80).
| OISGX | VSGAX | OISGX / VSGAX | |
| Total Expense Ratio | 1.24 | 0.07 | 1,771% |
| Annual Report Gross Expense Ratio | 1.41 | 0.07 | 2,014% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -0.774 | 0.619 | -125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 35B | 2% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 5.62 | 12.95 | 43% |
| Returns for 3 years | 17.99 | 41.87 | 43% |
| Returns for 5 years | -8.80 | 40.75 | -22% |
| Returns for 10 years | -13.18 | 116.41 | -11% |
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