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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$14.15
Change-$0.18 (-1.26%)
VolumeN/A
Net Assets586.52M
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets58.35B
OISVX vs VISVX Comparison Chart in %
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OISVX vs. VISVX commentary
Nov 14, 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 Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. OISVX (587M). VISVX pays higher dividends than OISVX: VISVX (1.90) vs OISVX (0.96). OISVX was incepted earlier than VISVX: OISVX (22 years) vs VISVX (28 years). OISVX (1.33) is less costly to investors than VISVX (0.19). OISVX is a more actively managed with annual turnover of: 117.00 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 : -0.55 vs. OISVX (-11.93). VISVX return over 5 years is better than : 65.01 vs. OISVX (18.62).
| OISVX | VISVX | OISVX / VISVX | |
| Total Expense Ratio | 1.24 | 0.19 | 653% |
| Annual Report Gross Expense Ratio | 1.33 | 0.19 | 700% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -0.209 | 5.771 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 58.3B | 1% |
| Annual Yield % from dividends | 0.96 | 1.90 | 51% |
| Returns for 1 year | -11.93 | -0.55 | 2,162% |
| Returns for 3 years | 0.50 | 27.31 | 2% |
| Returns for 5 years | 18.62 | 65.01 | 29% |
| Returns for 10 years | 20.64 | 116.59 | 18% |
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