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OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets592.89M
Vanguard Small Cap Value Index I
Price$48.96
Change+$0.19 (+0.39%)
VolumeN/A
Net Assets56.44B
OISVX vs VSIIX Comparison Chart in %
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VS
VS
OISVX vs. VSIIX commentary
Aug 20, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. OISVX (593M). VSIIX pays higher dividends than OISVX: VSIIX (2.08) vs OISVX (0.97). OISVX was incepted earlier than VSIIX: OISVX (22 years) vs VSIIX (26 years). OISVX (1.39) is less costly to investors than VSIIX (0.06). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSIIX (16.00). OISVX has a lower initial minimum investment than VSIIX: OISVX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.42 vs. OISVX (-2.44). VSIIX return over 5 years is better than : 79.54 vs. OISVX (30.91).
| OISVX | VSIIX | OISVX / VSIIX | |
| Total Expense Ratio | 1.25 | 0.06 | 2,083% |
| Annual Report Gross Expense Ratio | 1.39 | 0.06 | 2,317% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -0.627 | 2.735 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 56.4B | 1% |
| Annual Yield % from dividends | 0.97 | 2.08 | 47% |
| Returns for 1 year | -2.44 | 6.42 | -38% |
| Returns for 3 years | -2.18 | 21.95 | -10% |
| Returns for 5 years | 30.91 | 79.54 | 39% |
| Returns for 10 years | 19.30 | 110.38 | 17% |
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