OISVX
Price
$14.41
Change
+$0.06 (+0.42%)
Updated
Jul 25 closing price
Net Assets
601.41M
VSIIX
Price
$48.85
Change
+$0.26 (+0.54%)
Updated
Jul 25 closing price
Net Assets
55.61B
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OISVX vs VSIIX

Header iconOISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIXBanner chart's image
Optimum Small-Mid Cap Value Instl
Price$14.41
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets601.41M
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
OISVX vs VSIIX Comparison Chart in %
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VS
OISVX vs. VSIIX commentary
Jul 27, 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 VSIIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. OISVX (601M). VSIIX pays higher dividends than OISVX: VSIIX (2.12) vs OISVX (0.98). 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 : 5.59 vs. OISVX (-3.25). VSIIX return over 5 years is better than : 89.04 vs. OISVX (38.47).
OISVXVSIIXOISVX / VSIIX
Total Expense Ratio1.250.062,083%
Annual Report Gross Expense Ratio1.390.062,317%
Fund Existence22 years26 years-
Gain YTD0.3482.90312%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets601M55.6B1%
Annual Yield % from dividends0.982.1246%
Returns for 1 year-3.255.59-58%
Returns for 3 years4.3131.0914%
Returns for 5 years38.4789.0443%
Returns for 10 years15.82102.8915%
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