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OASVX vs VISVX
OASVX vs VISVX Comparison
Open Charts OASVX vs VISVX
Optimum Small-Mid Cap Value A
Price$13.14
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets602.58M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
OASVX vs VISVX Comparison Chart in %
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OASVX vs. VISVX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. OASVX (603M). VISVX pays higher dividends than OASVX: VISVX (1.99) vs OASVX (0.71). 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: 117.00 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 : 11.09 vs. OASVX (1.20). VISVX return over 5 years is better than : 93.04 vs. OASVX (39.08).
| 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 | -0.152 | 1.518 | -10% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 54B | 1% |
| Annual Yield % from dividends | 0.71 | 1.99 | 36% |
| Returns for 1 year | 1.20 | 11.09 | 11% |
| Returns for 3 years | 5.28 | 34.10 | 15% |
| Returns for 5 years | 39.08 | 93.04 | 42% |
| Returns for 10 years | 4.10 | 95.14 | 4% |
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