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OASVX vs VISVX
OASVX vs VISVX Comparison
Open Charts OASVX vs VISVX
Optimum Small-Mid Cap Value A
Price$13.58
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets705.1M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
OASVX vs VISVX Comparison Chart
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OASVX vs. VISVX commentary
Jan 19, 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.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. OASVX (705M). 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 : 18.46 vs. OASVX (8.75). VISVX return over 5 years is better than : 50.22 vs. OASVX (8.07).
| 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 | 3.191 | 3.197 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 58.3B | 1% |
| Annual Yield % from dividends | 1.36 | 1.90 | 72% |
| Returns for 1 year | 8.75 | 18.46 | 47% |
| Returns for 3 years | -8.48 | 16.97 | -50% |
| Returns for 5 years | 8.07 | 50.22 | 16% |
| Returns for 10 years | 12.77 | 109.01 | 12% |
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