Ad is loading...
OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$11.67
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets607.42M
Invesco Small Cap Value A
Price$21.05
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets5.94B
OASVX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OASVX vs. VSCAX commentary
May 01, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.94B vs. OASVX (607M). OASVX pays higher dividends than VSCAX: OASVX (0.73) 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 : -6.47 vs. OASVX (-11.81). VSCAX return over 5 years is better than : 121.31 vs. OASVX (28.32).
| 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 | -11.322 | -10.549 | 107% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 607M | 5.94B | 10% |
| Annual Yield % from dividends | 0.73 | 0.37 | 200% |
| Returns for 1 year | -11.81 | -6.47 | 183% |
| Returns for 3 years | -13.43 | 15.86 | -85% |
| Returns for 5 years | 28.32 | 121.31 | 23% |
| Returns for 10 years | -10.21 | 3.55 | -288% |
View a ticker or compare two or three
VS
VS
Ad is loading...