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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets592.89M
Vanguard Small Cap Value Index I
Price$48.88
Change+$0.19 (+0.39%)
VolumeN/A
Net Assets56.44B
OISVX vs VISVX Comparison Chart in %
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OISVX vs. VISVX commentary
Aug 20, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. OISVX (593M). VISVX pays higher dividends than OISVX: VISVX (1.95) vs OISVX (0.97). 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 : 6.37 vs. OISVX (-2.44). VISVX return over 5 years is better than : 79.34 vs. OISVX (30.91).
| 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 | -0.627 | 2.699 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 56.4B | 1% |
| Annual Yield % from dividends | 0.97 | 1.95 | 50% |
| Returns for 1 year | -2.44 | 6.37 | -38% |
| Returns for 3 years | -2.18 | 21.84 | -10% |
| Returns for 5 years | 30.91 | 79.34 | 39% |
| Returns for 10 years | 19.30 | 109.85 | 18% |
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