OASVX
Price
$13.19
Change
+$0.05 (+0.38%)
Updated
Jul 25 closing price
Net Assets
601.41M
VISVX
Price
$48.77
Change
+$0.25 (+0.52%)
Updated
Jul 25 closing price
Net Assets
55.61B
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OASVX vs VISVX

Header iconOASVX vs VISVX Comparison
Open Charts OASVX vs VISVXBanner chart's image
Optimum Small-Mid Cap Value A
Price$13.19
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets601.41M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
OASVX vs VISVX Comparison Chart in %
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OASVX vs. VISVX commentary
Jul 27, 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 VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. OASVX (601M). VISVX pays higher dividends than OASVX: VISVX (1.99) vs OASVX (0.71). 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: 117.00 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 : 5.54 vs. OASVX (-4.14). VISVX return over 5 years is better than : 88.78 vs. OASVX (34.30).
OASVXVISVXOASVX / VISVX
Total Expense Ratio1.500.19789%
Annual Report Gross Expense Ratio1.640.19863%
Fund Existence22 years27 years-
Gain YTD0.2282.8688%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets601M55.6B1%
Annual Yield % from dividends0.711.9936%
Returns for 1 year-4.145.54-75%
Returns for 3 years2.3430.998%
Returns for 5 years34.3088.7839%
Returns for 10 years9.78102.3610%
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