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OASVX vs VISVX
OASVX vs VISVX Comparison
Open Charts OASVX vs VISVX
Optimum Small-Mid Cap Value A
Price$13.51
Change-$0.18 (-1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.62 (-1.24%)
VolumeN/A
CapitalizationN/A
OASVX vs VISVX Comparison Chart
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OASVX vs. VISVX commentary
Dec 18, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. OASVX (710M). VISVX pays higher dividends than OASVX: VISVX (1.90) vs OASVX (1.36). OASVX was incepted earlier than VISVX: OASVX (21 years) vs VISVX (27 years). OASVX is a more actively managed with annual turnover of: 17.00 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 : 16.18 vs. OASVX (6.32). VISVX return over 5 years is better than : 52.67 vs. OASVX (8.76).
| OASVX | VISVX | OASVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 4.606 | 14.945 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 63B | 1% |
| Annual Yield % from dividends | 1.36 | 1.90 | 72% |
| Returns for 1 year | 6.32 | 16.18 | 39% |
| Returns for 3 years | -4.52 | 20.58 | -22% |
| Returns for 5 years | 8.76 | 52.67 | 17% |
| Returns for 10 years | 7.91 | 105.07 | 8% |
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