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OASVX vs VISVX
OASVX vs VISVX Comparison
Open Charts OASVX vs VISVX
Optimum Small-Mid Cap Value A
Price$11.25
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets576.69M
Vanguard Small Cap Value Index I
Price$41.54
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
OASVX vs VISVX Comparison Chart
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OASVX vs. VISVX commentary
Apr 18, 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: 53.6B vs. OASVX (577M). VISVX pays higher dividends than OASVX: VISVX (2.14) vs OASVX (0.73). 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 : -2.91 vs. OASVX (-12.62). VISVX return over 5 years is better than : 84.20 vs. OASVX (31.89).
| 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 | -14.514 | -13.327 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 53.6B | 1% |
| Annual Yield % from dividends | 0.73 | 2.14 | 34% |
| Returns for 1 year | -12.62 | -2.91 | 433% |
| Returns for 3 years | -20.60 | 0.35 | -5,836% |
| Returns for 5 years | 31.89 | 84.20 | 38% |
| Returns for 10 years | -13.00 | 63.06 | -21% |
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