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OASVX vs VSIAX
OASVX vs VSIAX Comparison
Open Charts OASVX vs VSIAX
Optimum Small-Mid Cap Value A
Price$13.51
Change-$0.18 (-1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.58
Change-$1.09 (-1.22%)
VolumeN/A
CapitalizationN/A
OASVX vs VSIAX Comparison Chart
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OASVX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. OASVX (710M). 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 : 16.23 vs. OASVX (6.32). VSIAX return over 5 years is better than : 52.83 vs. OASVX (8.76).
| 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 | 4.606 | 15.031 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 63B | 1% |
| Annual Yield % from dividends | 1.36 | 2.01 | 68% |
| Returns for 1 year | 6.32 | 16.23 | 39% |
| Returns for 3 years | -4.52 | 20.67 | -22% |
| Returns for 5 years | 8.76 | 52.83 | 17% |
| Returns for 10 years | 7.91 | 105.65 | 7% |
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