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OASVX vs VISVX
OASVX vs VISVX Comparison
Open Charts OASVX vs VISVX
Optimum Small-Mid Cap Value A
Price$13.10
Change-$0.29 (-2.17%)
VolumeN/A
Net Assets676.26M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
OASVX vs VISVX Comparison Chart
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OASVX vs. VISVX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. OASVX (676M). VISVX pays higher dividends than OASVX: VISVX (1.90) vs OASVX (1.36). OASVX was incepted earlier than VISVX: OASVX (22 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 : 9.96 vs. OASVX (1.20). VISVX return over 5 years is better than : 47.46 vs. OASVX (7.27).
| OASVX | VISVX | OASVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -0.456 | -0.316 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 60.2B | 1% |
| Annual Yield % from dividends | 1.36 | 1.90 | 72% |
| Returns for 1 year | 1.20 | 9.96 | 12% |
| Returns for 3 years | -7.92 | 17.90 | -44% |
| Returns for 5 years | 7.27 | 47.46 | 15% |
| Returns for 10 years | 2.04 | 90.10 | 2% |
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