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OASVX vs VISVX
OASVX vs VISVX Comparison
Open Charts OASVX vs VISVX
Optimum Small-Mid Cap Value A
Price$12.12
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets560.02M
Vanguard Small Cap Value Index I
Price$45.02
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
OASVX vs VISVX Comparison Chart
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OASVX vs. VISVX commentary
May 24, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. OASVX (560M). VISVX pays higher dividends than OASVX: VISVX (2.21) vs OASVX (0.77). OASVX was incepted earlier than VISVX: OASVX (22 years) vs VISVX (27 years). OASVX (1.64) is less costly to investors than VISVX (0.19). OASVX is a more actively managed with annual turnover of: 26.00 vs. VISVX (16.00). OASVX has a lower initial minimum investment than VISVX: OASVX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 0.51 vs. OASVX (-9.95). VISVX return over 5 years is better than : 90.06 vs. OASVX (35.05).
| OASVX | VISVX | OASVX / VISVX | |
| Total Expense Ratio | 1.50 | 0.19 | 789% |
| Annual Report Gross Expense Ratio | 1.64 | 0.19 | 863% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -7.751 | -5.069 | 153% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 51.7B | 1% |
| Annual Yield % from dividends | 0.77 | 2.21 | 35% |
| Returns for 1 year | -9.95 | 0.51 | -1,948% |
| Returns for 3 years | -8.83 | 18.59 | -48% |
| Returns for 5 years | 35.05 | 90.06 | 39% |
| Returns for 10 years | -7.92 | 78.06 | -10% |
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