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OISVX vs VSIIX
OISVX vs VSIIX Comparison
Open Charts OISVX vs VSIIX
Optimum Small-Mid Cap Value Instl
Price$13.36
Change-$0.23 (-1.69%)
VolumeN/A
Net Assets562.4M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
OISVX vs VSIIX Comparison Chart
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OISVX vs. VSIIX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. OISVX (562M). VSIIX pays higher dividends than OISVX: VSIIX (2.24) vs OISVX (1.02). 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: 26.00 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 : 3.81 vs. OISVX (-5.66). VSIIX return over 5 years is better than : 80.64 vs. OISVX (31.02).
| 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 | -6.964 | -4.316 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 54B | 1% |
| Annual Yield % from dividends | 1.02 | 2.24 | 46% |
| Returns for 1 year | -5.66 | 3.81 | -148% |
| Returns for 3 years | -1.14 | 26.18 | -4% |
| Returns for 5 years | 31.02 | 80.64 | 38% |
| Returns for 10 years | -1.33 | 80.51 | -2% |
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