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OISVX vs VSIAX
OISVX vs VSIAX Comparison
Open Charts OISVX vs VSIAX
Optimum Small-Mid Cap Value Instl
Price$14.15
Change-$0.18 (-1.26%)
VolumeN/A
Net Assets586.52M
Vanguard Small Cap Value Index Admiral
Price$88.55
Change-$1.22 (-1.36%)
VolumeN/A
Net Assets58.35B
OISVX vs VSIAX Comparison Chart in %
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OISVX vs. VSIAX commentary
Nov 14, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. OISVX (587M). VSIAX pays higher dividends than OISVX: VSIAX (2.02) vs OISVX (0.96). 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 : -0.53 vs. OISVX (-11.93). VSIAX return over 5 years is better than : 65.19 vs. OISVX (18.62).
| 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 | -0.209 | 5.811 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 58.3B | 1% |
| Annual Yield % from dividends | 0.96 | 2.02 | 48% |
| Returns for 1 year | -11.93 | -0.53 | 2,240% |
| Returns for 3 years | 0.50 | 27.41 | 2% |
| Returns for 5 years | 18.62 | 65.19 | 29% |
| Returns for 10 years | 20.64 | 117.18 | 18% |
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| BLUBF | 6.06 | N/A | N/A |
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| Madison Covered Call & Equity Strategy Fund | |||