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OISVX vs SSGSX
OISVX vs SSGSX Comparison
Open Charts OISVX vs SSGSX
Optimum Small-Mid Cap Value Instl
Price$14.56
Change+$0.16 (+1.11%)
VolumeN/A
Net Assets599.11M
Victory Sycamore Small Company Opp A
Price$46.75
Change+$0.49 (+1.06%)
VolumeN/A
Net Assets5.51B
OISVX vs SSGSX Comparison Chart in %
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OISVX vs. SSGSX commentary
Sep 29, 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 OISVX is a Buy and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.52B vs. OISVX (599M). OISVX pays higher dividends than SSGSX: OISVX (0.94) vs SSGSX (0.47). OISVX was incepted earlier than SSGSX: OISVX (22 years) vs SSGSX (27 years). OISVX (1.33) is less costly to investors than SSGSX (1.26). OISVX is a more actively managed with annual turnover of: 117.00 vs. SSGSX (37.00). OISVX has a lower initial minimum investment than SSGSX: OISVX (0) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : -4.89 vs. OISVX (-5.27). OISVX return over 5 years is better than : 40.95 vs. SSGSX (31.67).
| OISVX | SSGSX | OISVX / SSGSX | |
| Total Expense Ratio | 1.24 | 1.26 | 98% |
| Annual Report Gross Expense Ratio | 1.33 | 1.26 | 106% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 1.393 | 0.689 | 202% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 5.52B | 11% |
| Annual Yield % from dividends | 0.94 | 0.47 | 197% |
| Returns for 1 year | -5.27 | -4.89 | 108% |
| Returns for 3 years | 19.28 | 9.83 | 196% |
| Returns for 5 years | 40.95 | 31.67 | 129% |
| Returns for 10 years | 28.36 | 27.73 | 102% |
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