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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$14.35
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets602.58M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
OISVX vs VISVX Comparison Chart in %
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OISVX vs. VISVX 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 OISVX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. OISVX (603M). VISVX pays higher dividends than OISVX: VISVX (1.99) vs OISVX (0.98). 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 : 11.64 vs. OISVX (2.12). VISVX return over 5 years is better than : 94.00 vs. OISVX (43.40).
| 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 | -0.070 | 2.024 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 54B | 1% |
| Annual Yield % from dividends | 0.98 | 1.99 | 50% |
| Returns for 1 year | 2.12 | 11.64 | 18% |
| Returns for 3 years | 7.34 | 34.76 | 21% |
| Returns for 5 years | 43.40 | 94.00 | 46% |
| Returns for 10 years | 9.72 | 96.11 | 10% |
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