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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$12.23
Change-$0.22 (-1.77%)
VolumeN/A
Net Assets562.4M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.55B
OASVX vs VSCAX Comparison Chart
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OASVX vs. VSCAX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.55B vs. OASVX (562M). OASVX pays higher dividends than VSCAX: OASVX (0.74) vs VSCAX (0.37). 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). VSCAX is a more actively managed with annual turnover of: 40.00 vs. OASVX (26.00). 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 : 1.61 vs. OASVX (-4.77). VSCAX return over 5 years is better than : 119.25 vs. OASVX (29.42).
| 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 | -5.395 | -2.169 | 249% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 6.55B | 9% |
| Annual Yield % from dividends | 0.74 | 0.37 | 201% |
| Returns for 1 year | -4.77 | 1.61 | -296% |
| Returns for 3 years | -1.33 | 30.91 | -4% |
| Returns for 5 years | 29.42 | 119.25 | 25% |
| Returns for 10 years | -4.76 | 12.16 | -39% |
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