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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$13.51
Change-$0.18 (-1.31%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$24.13
Change-$0.38 (-1.55%)
VolumeN/A
CapitalizationN/A
OASVX vs VSCAX Comparison Chart
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OASVX vs. VSCAX commentary
Dec 18, 2024
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: 6.61B vs. OASVX (710M). OASVX pays higher dividends than VSCAX: OASVX (1.36) vs VSCAX (0.48). OASVX was incepted earlier than VSCAX: OASVX (21 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 : 22.21 vs. OASVX (6.32). VSCAX return over 5 years is better than : 70.83 vs. OASVX (8.76).
| OASVX | VSCAX | OASVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 4.606 | 19.204 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 6.61B | 11% |
| Annual Yield % from dividends | 1.36 | 0.48 | 285% |
| Returns for 1 year | 6.32 | 22.21 | 28% |
| Returns for 3 years | -4.52 | 40.10 | -11% |
| Returns for 5 years | 8.76 | 70.83 | 12% |
| Returns for 10 years | 7.91 | 25.79 | 31% |
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