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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$14.41
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets601.41M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
OISVX vs VISVX Comparison Chart in %
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OISVX vs. VISVX commentary
Jul 27, 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: 55.6B vs. OISVX (601M). 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: 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 : 5.54 vs. OISVX (-3.25). VISVX return over 5 years is better than : 88.78 vs. OISVX (38.47).
| 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 | 0.348 | 2.868 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 55.6B | 1% |
| Annual Yield % from dividends | 0.98 | 1.99 | 50% |
| Returns for 1 year | -3.25 | 5.54 | -59% |
| Returns for 3 years | 4.31 | 30.99 | 14% |
| Returns for 5 years | 38.47 | 88.78 | 43% |
| Returns for 10 years | 15.82 | 102.36 | 15% |
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