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OASVX vs VISVX
OASVX vs VISVX Comparison
Open Charts OASVX vs VISVX
Optimum Small-Mid Cap Value A
Price$12.23
Change-$0.22 (-1.77%)
VolumeN/A
Net Assets562.4M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
OASVX vs VISVX Comparison Chart
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OASVX vs. VISVX commentary
Jun 15, 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 StrongBuy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. OASVX (562M). VISVX pays higher dividends than OASVX: VISVX (2.11) vs OASVX (0.74). 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 : 3.80 vs. OASVX (-4.77). VISVX return over 5 years is better than : 80.48 vs. OASVX (29.42).
| 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 | -5.395 | -4.331 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 54B | 1% |
| Annual Yield % from dividends | 0.74 | 2.11 | 35% |
| Returns for 1 year | -4.77 | 3.80 | -126% |
| Returns for 3 years | -1.33 | 26.12 | -5% |
| Returns for 5 years | 29.42 | 80.48 | 37% |
| Returns for 10 years | -4.76 | 80.06 | -6% |
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