OISVX
Price
$14.70
Change
+$0.22 (+1.52%)
Updated
Dec 3 closing price
Net Assets
600.31M
VSIAX
Price
$91.20
Change
+$0.97 (+1.08%)
Updated
Dec 3 closing price
Net Assets
58.35B
Interact to see
Advertisement

OISVX vs VSIAX

Header iconOISVX vs VSIAX Comparison
Open Charts OISVX vs VSIAXBanner chart's image
Optimum Small-Mid Cap Value Instl
Price$14.70
Change+$0.22 (+1.52%)
VolumeN/A
Net Assets600.31M
Vanguard Small Cap Value Index Admiral
Price$91.20
Change+$0.97 (+1.08%)
VolumeN/A
Net Assets58.35B
OISVX vs VSIAX Comparison Chart in %
View a ticker or compare two or three
VS
OISVX vs. VSIAX commentary
Dec 05, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. OISVX (600M). 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 : -0.40 vs. OISVX (-11.02). VSIAX return over 5 years is better than : 54.28 vs. OISVX (11.50).
OISVXVSIAXOISVX / VSIAX
Total Expense Ratio1.240.071,771%
Annual Report Gross Expense Ratio1.330.071,900%
Fund Existence22 years14 years-
Gain YTD2.3687.49732%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets600M58.3B1%
Annual Yield % from dividends0.941.9748%
Returns for 1 year-11.02-0.402,772%
Returns for 3 years1.1027.394%
Returns for 5 years11.5054.2821%
Returns for 10 years20.38114.7418%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
SPSM47.540.67
+1.43%
State Street SPDR Port S&P 600 Sm CpETF
SDVD21.530.21
+0.98%
FT Vest SMID Ris Div Ach Trg IncETF
DIEM33.240.08
+0.25%
Franklin Emerging Mkt Core Div TltIdxETF
LOWV78.590.02
+0.03%
AB US Low Volatility Equity ETF
VGUS75.460.01
+0.01%
Vanguard Ultra-Short Treasury ETF