Ad is loading...
OASVX vs VSIAX
OASVX vs VSIAX Comparison
Open Charts OASVX vs VSIAX
Optimum Small-Mid Cap Value A
Price$14.18
Change-$0.14 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
OASVX vs VSIAX Comparison Chart
Loading...
OASVX vs. VSIAX commentary
Sep 21, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. OASVX (695M). VSIAX pays higher dividends than OASVX: VSIAX (2.01) vs OASVX (1.36). OASVX was incepted earlier than VSIAX: OASVX (21 years) vs VSIAX (13 years). OASVX is a more actively managed with annual turnover of: 17.00 vs. VSIAX (16.00). OASVX has a lower initial minimum investment than VSIAX: OASVX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. OASVX (21.43). VSIAX return over 5 years is better than : 57.13 vs. OASVX (18.75).
| OASVX | VSIAX | OASVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 9.077 | 11.368 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 57.3B | 1% |
| Annual Yield % from dividends | 1.36 | 2.01 | 68% |
| Returns for 1 year | 21.43 | 25.86 | 83% |
| Returns for 3 years | -2.50 | 21.48 | -12% |
| Returns for 5 years | 18.75 | 57.13 | 33% |
| Returns for 10 years | 7.31 | 109.18 | 7% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers