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OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$14.67
Change+$0.28 (+1.95%)
VolumeN/A
Net Assets846.5M
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
OISVX vs VSIIX Comparison Chart in %
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OISVX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. OISVX (847M). VSIIX pays higher dividends than OISVX: VSIIX (1.86) vs OISVX (0.92). OISVX was incepted earlier than VSIIX: OISVX (23 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 : 12.05 vs. OISVX (1.10). VSIIX return over 5 years is better than : 51.14 vs. OISVX (5.21).
| 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 | 23 years | 26 years | - |
| Gain YTD | 6.151 | 6.545 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 59.8B | 1% |
| Annual Yield % from dividends | 0.92 | 1.86 | 49% |
| Returns for 1 year | 1.10 | 12.05 | 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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