Interact to see
Advertisement
Advertisement
OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$12.99
Change-$0.21 (-1.59%)
VolumeN/A
Net Assets591.52M
Invesco Small Cap Value A
Price$25.77
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets7.63B
OASVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OASVX vs. VSCAX commentary
Oct 17, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.63B vs. OASVX (592M). OASVX pays higher dividends than VSCAX: OASVX (0.68) vs VSCAX (0.32). OASVX was incepted earlier than VSCAX: OASVX (22 years) vs VSCAX (26 years). OASVX (1.58) is less costly to investors than VSCAX (1.10). 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 : 4.54 vs. OASVX (-8.99). VSCAX return over 5 years is better than : 109.96 vs. OASVX (24.36).
| OASVX | VSCAX | OASVX / VSCAX | |
| Total Expense Ratio | 1.49 | 1.10 | 135% |
| Annual Report Gross Expense Ratio | 1.58 | 1.10 | 144% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 0.304 | 10.889 | 3% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 7.63B | 8% |
| Annual Yield % from dividends | 0.68 | 0.32 | 216% |
| Returns for 1 year | -8.99 | 4.54 | -198% |
| Returns for 3 years | 9.68 | 54.65 | 18% |
| Returns for 5 years | 24.36 | 109.96 | 22% |
| Returns for 10 years | 13.13 | 42.89 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EFNL | 43.62 | 0.50 | +1.15% |
| iShares MSCI Finland ETF | |||
| SPAB | 26.07 | 0.09 | +0.35% |
| SPDR® Portfolio Aggregate Bond ETF | |||
| PEO | 20.84 | -0.24 | -1.14% |
| Adams Natural Resources Fund | |||
| TMFM | 24.10 | -0.30 | -1.24% |
| Motley Fool Mid-Cap Growth ETF | |||
| RIOX | 33.24 | -10.39 | -23.81% |
| Defiance Daily Target 2X Long RIOT ETF | |||