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OISVX vs VSIAX
OISVX vs VSIAX Comparison
Open Charts OISVX vs VSIAX
Optimum Small-Mid Cap Value Instl
Price$14.67
Change+$0.28 (+1.95%)
VolumeN/A
Net Assets846.5M
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$7.81 (+8.76%)
VolumeN/A
Net Assets59.85B
OISVX vs VSIAX Comparison Chart in %
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OISVX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. OISVX (847M). VSIAX pays higher dividends than OISVX: VSIAX (1.85) vs OISVX (0.92). OISVX was incepted earlier than VSIAX: OISVX (23 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 : 12.04 vs. OISVX (1.10). VSIAX return over 5 years is better than : 51.14 vs. OISVX (5.21).
| 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 | 23 years | 14 years | - |
| Gain YTD | 6.151 | 6.559 | 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 | 1.85 | 49% |
| Returns for 1 year | 1.10 | 12.04 | 9% |
| Returns for 3 years | 4.43 | 29.92 | 15% |
| Returns for 5 years | 5.21 | 51.14 | 10% |
| Returns for 10 years | 47.77 | 162.42 | 29% |
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