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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$13.10
Change-$0.29 (-2.17%)
VolumeN/A
Net Assets676.26M
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
OASVX vs VSCAX Comparison Chart
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OASVX vs. VSCAX commentary
Feb 23, 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: 6.59B vs. OASVX (676M). OASVX pays higher dividends than VSCAX: OASVX (1.36) vs VSCAX (0.48). OASVX was incepted earlier than VSCAX: OASVX (22 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. OASVX (17.00). OASVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 14.87 vs. OASVX (1.20). VSCAX return over 5 years is better than : 73.99 vs. OASVX (7.27).
| OASVX | VSCAX | OASVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -0.456 | 0.808 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 6.59B | 10% |
| Annual Yield % from dividends | 1.36 | 0.48 | 285% |
| Returns for 1 year | 1.20 | 14.87 | 8% |
| Returns for 3 years | -7.92 | 27.17 | -29% |
| Returns for 5 years | 7.27 | 73.99 | 10% |
| Returns for 10 years | 2.04 | 17.55 | 12% |
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