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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$12.12
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets560.02M
Invesco Small Cap Value A
Price$21.93
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.23B
OASVX vs VSCAX Comparison Chart
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OASVX vs. VSCAX commentary
May 24, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.23B vs. OASVX (560M). OASVX pays higher dividends than VSCAX: OASVX (0.77) vs VSCAX (0.39). OASVX was incepted earlier than VSCAX: OASVX (22 years) vs VSCAX (26 years). OASVX (1.64) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. OASVX (26.00). 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 : -5.79 vs. OASVX (-9.95). VSCAX return over 5 years is better than : 130.08 vs. OASVX (35.05).
| OASVX | VSCAX | OASVX / VSCAX | |
| Total Expense Ratio | 1.50 | 1.12 | 134% |
| Annual Report Gross Expense Ratio | 1.64 | 1.12 | 146% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -7.751 | -6.423 | 121% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 6.23B | 9% |
| Annual Yield % from dividends | 0.77 | 0.39 | 200% |
| Returns for 1 year | -9.95 | -5.79 | 172% |
| Returns for 3 years | -8.83 | 21.93 | -40% |
| Returns for 5 years | 35.05 | 130.08 | 27% |
| Returns for 10 years | -7.92 | 7.33 | -108% |
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