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OASVX vs SSGSX
OASVX vs SSGSX Comparison
Open Charts OASVX vs SSGSX
Optimum Small-Mid Cap Value A
Price$12.70
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets567.92M
Victory Sycamore Small Company Opp A
Price$44.37
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets4.96B
OASVX vs SSGSX Comparison Chart in %
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OASVX vs. SSGSX commentary
Nov 20, 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 OASVX is a Hold and SSGSX is a Hold.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 4.96B vs. OASVX (568M). OASVX pays higher dividends than SSGSX: OASVX (0.70) vs SSGSX (0.49). OASVX was incepted earlier than SSGSX: OASVX (22 years) vs SSGSX (27 years). OASVX (1.58) is less costly to investors than SSGSX (1.26). OASVX is a more actively managed with annual turnover of: 117.00 vs. SSGSX (37.00). OASVX (6%) and SSGSX (6%) have equivalent initial investment costs. OASVX has a lower initial minimum investment than SSGSX: OASVX (1000) vs SSGSX (2500). OASVX (-13.92) and SSGSX (-13.94) have marching annual gain over last year. OASVX return over 5 years is better than : 9.22 vs. SSGSX (2.50).
| OASVX | SSGSX | OASVX / SSGSX | |
| Total Expense Ratio | 1.49 | 1.26 | 118% |
| Annual Report Gross Expense Ratio | 1.58 | 1.26 | 125% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -3.495 | -4.243 | 82% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 4.96B | 11% |
| Annual Yield % from dividends | 0.70 | 0.49 | 143% |
| Returns for 1 year | -13.92 | -13.94 | 100% |
| Returns for 3 years | -3.57 | -10.31 | 35% |
| Returns for 5 years | 9.22 | 2.50 | 368% |
| Returns for 10 years | 7.98 | 12.84 | 62% |
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