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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$13.36
Change-$0.23 (-1.69%)
VolumeN/A
Net Assets562.4M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
OISVX vs VISVX Comparison Chart
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OISVX vs. VISVX commentary
Jun 16, 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 VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. OISVX (562M). VISVX pays higher dividends than OISVX: VISVX (2.11) vs OISVX (1.02). OISVX was incepted earlier than VISVX: OISVX (22 years) vs VISVX (27 years). OISVX (1.39) is less costly to investors than VISVX (0.19). OISVX is a more actively managed with annual turnover of: 26.00 vs. VISVX (16.00). OISVX has a lower initial minimum investment than VISVX: OISVX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. OISVX (-5.66). VISVX return over 5 years is better than : 80.48 vs. OISVX (31.02).
| OISVX | VISVX | OISVX / VISVX | |
| Total Expense Ratio | 1.25 | 0.19 | 658% |
| Annual Report Gross Expense Ratio | 1.39 | 0.19 | 732% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -6.964 | -4.331 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 54B | 1% |
| Annual Yield % from dividends | 1.02 | 2.11 | 49% |
| Returns for 1 year | -5.66 | 3.80 | -149% |
| Returns for 3 years | -1.14 | 26.12 | -4% |
| Returns for 5 years | 31.02 | 80.48 | 39% |
| Returns for 10 years | -1.33 | 80.06 | -2% |
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