OASVX
Price
$13.19
Change
+$0.05 (+0.38%)
Updated
Jul 25 closing price
Net Assets
601.41M
VSCAX
Price
$24.45
Change
+$0.02 (+0.08%)
Updated
Jul 25 closing price
Net Assets
7.03B
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OASVX vs VSCAX

Header iconOASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAXBanner chart's image
Optimum Small-Mid Cap Value A
Price$13.19
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets601.41M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
OASVX vs VSCAX Comparison Chart in %
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OASVX vs. VSCAX commentary
Jul 27, 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 VSCAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. OASVX (601M). 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 (52.00). 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 : 5.38 vs. OASVX (-4.14). VSCAX return over 5 years is better than : 124.82 vs. OASVX (34.30).
OASVXVSCAXOASVX / VSCAX
Total Expense Ratio1.501.12134%
Annual Report Gross Expense Ratio1.641.12146%
Fund Existence22 years26 years-
Gain YTD0.2283.9986%
Front Load6%6%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets601M7.03B9%
Annual Yield % from dividends0.710.35206%
Returns for 1 year-4.145.38-77%
Returns for 3 years2.3442.535%
Returns for 5 years34.30124.8227%
Returns for 10 years9.7827.8535%
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