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OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$14.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets609.65M
Vanguard Small Cap Value Index I
Price$51.72
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets59.64B
OISVX vs VSIIX Comparison Chart in %
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VS
VS
OISVX vs. VSIIX commentary
Dec 28, 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: 59.6B vs. OISVX (610M). VSIIX pays higher dividends than OISVX: VSIIX (1.98) vs OISVX (0.94). OISVX was incepted earlier than VSIIX: OISVX (22 years) vs VSIIX (26 years). OISVX (1.33) 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 : 7.59 vs. OISVX (-3.10). VSIIX return over 5 years is better than : 54.75 vs. OISVX (9.41).
| OISVX | VSIIX | OISVX / VSIIX | |
| Total Expense Ratio | 1.24 | 0.06 | 2,067% |
| Annual Report Gross Expense Ratio | 1.33 | 0.06 | 2,217% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -1.950 | 9.058 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 59.6B | 1% |
| Annual Yield % from dividends | 0.94 | 1.98 | 47% |
| Returns for 1 year | -3.10 | 7.59 | -41% |
| Returns for 3 years | 11.30 | 37.15 | 30% |
| Returns for 5 years | 9.41 | 54.75 | 17% |
| Returns for 10 years | 24.13 | 123.86 | 19% |
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