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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$13.18
Change-$0.14 (-1.05%)
VolumeN/A
Net Assets599.35M
Invesco Small Cap Value A
Price$25.55
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.5B
OASVX vs VSCAX Comparison Chart in %
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OASVX vs. VSCAX commentary
Sep 26, 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: 7.5B vs. OASVX (599M). 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 (1.12). 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 : 7.66 vs. OASVX (-5.11). VSCAX return over 5 years is better than : 139.01 vs. OASVX (36.69).
| OASVX | VSCAX | OASVX / VSCAX | |
| Total Expense Ratio | 1.49 | 1.12 | 133% |
| Annual Report Gross Expense Ratio | 1.58 | 1.12 | 141% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 1.216 | 9.358 | 13% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 7.5B | 8% |
| Annual Yield % from dividends | 0.68 | 0.32 | 209% |
| Returns for 1 year | -5.11 | 7.66 | -67% |
| Returns for 3 years | 16.79 | 64.05 | 26% |
| Returns for 5 years | 36.69 | 139.01 | 26% |
| Returns for 10 years | 21.36 | 50.80 | 42% |
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