Interact to see
Advertisement
Advertisement
OISVX vs VSIAX
OISVX vs VSIAX Comparison
Open Charts OISVX vs VSIAX
Optimum Small-Mid Cap Value Instl
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets610.9M
Vanguard Small Cap Value Index Admiral
Price$90.62
Change+$0.38 (+0.42%)
VolumeN/A
Net Assets59.22B
OISVX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OISVX vs. VSIAX commentary
Sep 09, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. OISVX (611M). VSIAX pays higher dividends than OISVX: VSIAX (1.97) vs OISVX (0.94). OISVX was incepted earlier than VSIAX: OISVX (22 years) vs VSIAX (14 years). OISVX (1.33) is less costly to investors than VSIAX (0.07). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSIAX (16.00). OISVX has a lower initial minimum investment than VSIAX: OISVX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 10.22 vs. OISVX (0.57). VSIAX return over 5 years is better than : 86.42 vs. OISVX (34.55).
| OISVX | VSIAX | OISVX / VSIAX | |
| Total Expense Ratio | 1.24 | 0.07 | 1,771% |
| Annual Report Gross Expense Ratio | 1.33 | 0.07 | 1,900% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 2.855 | 6.707 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 611M | 59.2B | 1% |
| Annual Yield % from dividends | 0.94 | 1.97 | 47% |
| Returns for 1 year | 0.57 | 10.22 | 6% |
| Returns for 3 years | 9.85 | 36.67 | 27% |
| Returns for 5 years | 34.55 | 86.42 | 40% |
| Returns for 10 years | 22.53 | 117.84 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers