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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$13.58
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets705.1M
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.72B
OASVX vs VSCAX Comparison Chart
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OASVX vs. VSCAX commentary
Jan 19, 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: 6.72B vs. OASVX (705M). 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 : 25.28 vs. OASVX (8.75). VSCAX return over 5 years is better than : 74.58 vs. OASVX (8.07).
| 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 | 3.191 | 4.892 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 6.72B | 10% |
| Annual Yield % from dividends | 1.36 | 0.48 | 285% |
| Returns for 1 year | 8.75 | 25.28 | 35% |
| Returns for 3 years | -8.48 | 30.32 | -28% |
| Returns for 5 years | 8.07 | 74.58 | 11% |
| Returns for 10 years | 12.77 | 35.60 | 36% |
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