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OISVX vs VISVX
OISVX vs VISVX Comparison
Open Charts OISVX vs VISVX
Optimum Small-Mid Cap Value Instl
Price$14.67
Change+$0.28 (+1.95%)
VolumeN/A
Net Assets846.5M
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
OISVX vs VISVX Comparison Chart in %
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OISVX vs. VISVX commentary
Feb 05, 2026
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: 59.8B vs. OISVX (847M). VISVX pays higher dividends than OISVX: VISVX (1.74) vs OISVX (0.92). OISVX was incepted earlier than VISVX: OISVX (23 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 : 12.01 vs. OISVX (1.10). VISVX return over 5 years is better than : 51.01 vs. OISVX (5.21).
| OISVX | VISVX | OISVX / VISVX | |
| Total Expense Ratio | 1.24 | 0.19 | 653% |
| Annual Report Gross Expense Ratio | 1.33 | 0.19 | 700% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 6.151 | 6.555 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 59.8B | 1% |
| Annual Yield % from dividends | 0.92 | 1.74 | 53% |
| Returns for 1 year | 1.10 | 12.01 | 9% |
| Returns for 3 years | 4.43 | 29.81 | 15% |
| Returns for 5 years | 5.21 | 51.01 | 10% |
| Returns for 10 years | 47.77 | 161.74 | 30% |
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