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OISGX vs VSGIX
OISGX vs VSGIX Comparison
Open Charts OISGX vs VSGIX
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$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
OISGX vs VSGIX Comparison Chart in %
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OISGX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. OISGX (741M). VSGIX pays higher dividends than OISGX: VSGIX (0.52) vs OISGX (0.00). OISGX was incepted earlier than VSGIX: OISGX (22 years) vs VSGIX (25 years). OISGX (1.29) is less costly to investors than VSGIX (0.06). OISGX is a more actively managed with annual turnover of: 131.00 vs. VSGIX (21.00). OISGX has a lower initial minimum investment than VSGIX: OISGX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 18.22 vs. OISGX (11.14). VSGIX return over 5 years is better than : 42.24 vs. OISGX (-11.22).
| OISGX | VSGIX | OISGX / VSGIX | |
| Total Expense Ratio | 1.19 | 0.06 | 1,983% |
| Annual Report Gross Expense Ratio | 1.29 | 0.06 | 2,150% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 5.278 | 6.230 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 38.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.52 | - |
| Returns for 1 year | 11.14 | 18.22 | 61% |
| Returns for 3 years | 19.68 | 42.63 | 46% |
| Returns for 5 years | -11.22 | 42.24 | -27% |
| Returns for 10 years | -2.54 | 141.96 | -2% |
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