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OASVX vs VISVX
OASVX vs VISVX Comparison
Open Charts OASVX vs VISVX
Optimum Small-Mid Cap Value A
Price$14.18
Change-$0.14 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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OASVX vs VISVX Comparison Chart
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OASVX vs. VISVX commentary
Sep 21, 2024
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: 57.3B vs. OASVX (695M). VISVX pays higher dividends than OASVX: VISVX (1.90) vs OASVX (1.36). OASVX was incepted earlier than VISVX: OASVX (21 years) vs VISVX (26 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 : 25.80 vs. OASVX (21.43). VISVX return over 5 years is better than : 56.98 vs. OASVX (18.75).
| OASVX | VISVX | OASVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 9.077 | 11.310 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 57.3B | 1% |
| Annual Yield % from dividends | 1.36 | 1.90 | 72% |
| Returns for 1 year | 21.43 | 25.80 | 83% |
| Returns for 3 years | -2.50 | 21.42 | -12% |
| Returns for 5 years | 18.75 | 56.98 | 33% |
| Returns for 10 years | 7.31 | 108.54 | 7% |