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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$13.14
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets602.58M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.94B
OASVX vs VSCAX Comparison Chart in %
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OASVX vs. VSCAX 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 VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.94B vs. OASVX (603M). OASVX pays higher dividends than VSCAX: OASVX (0.71) vs VSCAX (0.35). OASVX was incepted earlier than VSCAX: OASVX (22 years) vs VSCAX (26 years). OASVX (1.64) is less costly to investors than VSCAX (1.12). OASVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (40.00). OASVX (6%) and VSCAX (6%) have equivalent initial investment costs. OASVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 4.42 vs. OASVX (1.20). VSCAX return over 5 years is better than : 133.94 vs. OASVX (39.08).
| OASVX | VSCAX | OASVX / VSCAX | |
| Total Expense Ratio | 1.50 | 1.12 | 134% |
| Annual Report Gross Expense Ratio | 1.64 | 1.12 | 146% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -0.152 | 2.127 | -7% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 6.94B | 9% |
| Annual Yield % from dividends | 0.71 | 0.35 | 206% |
| Returns for 1 year | 1.20 | 4.42 | 27% |
| Returns for 3 years | 5.28 | 43.02 | 12% |
| Returns for 5 years | 39.08 | 133.94 | 29% |
| Returns for 10 years | 4.10 | 19.86 | 21% |
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