Interact to see
Advertisement
Advertisement
OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$14.15
Change-$0.18 (-1.26%)
VolumeN/A
Net Assets586.52M
Vanguard Small Cap Value Index I
Price$49.49
Change-$0.69 (-1.38%)
VolumeN/A
Net Assets58.35B
OISVX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OISVX vs. VSIIX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. OISVX (587M). VSIIX pays higher dividends than OISVX: VSIIX (2.03) vs OISVX (0.96). 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 : -1.50 vs. OISVX (-12.77). VSIIX return over 5 years is better than : 62.95 vs. OISVX (17.13).
| 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 | -1.462 | 4.355 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 58.3B | 1% |
| Annual Yield % from dividends | 0.96 | 2.03 | 47% |
| Returns for 1 year | -12.77 | -1.50 | 854% |
| Returns for 3 years | 0.32 | 27.03 | 1% |
| Returns for 5 years | 17.13 | 62.95 | 27% |
| Returns for 10 years | 17.84 | 112.00 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FOXY | 28.18 | 0.02 | +0.06% |
| Simplify Currency Strategy ETF | |||
| SCDL | 37.14 | N/A | N/A |
| ETRACS 2x Leveraged US Div Fctr TR ETN | |||
| FCAL | 49.40 | -0.04 | -0.08% |
| First Trust California Muni Hi Inc ETF | |||
| FBND | 46.33 | -0.14 | -0.30% |
| Fidelity Total Bond ETF | |||
| ISCG | 53.29 | -1.67 | -3.04% |
| iShares Morningstar Small-Cap Growth ETF | |||