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OASVX vs VSIAX
OASVX vs VSIAX Comparison
Open Charts OASVX vs VSIAX
Optimum Small-Mid Cap Value A
Price$11.25
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets576.69M
Vanguard Small Cap Value Index Admiral
Price$74.43
Change+$0.73 (+0.99%)
VolumeN/A
Net Assets53.62B
OASVX vs VSIAX Comparison Chart
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OASVX vs. VSIAX commentary
Apr 18, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. OASVX (577M). VSIAX pays higher dividends than OASVX: VSIAX (2.27) vs OASVX (0.73). OASVX was incepted earlier than VSIAX: OASVX (22 years) vs VSIAX (14 years). OASVX (1.64) is less costly to investors than VSIAX (0.07). OASVX is a more actively managed with annual turnover of: 26.00 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 : -2.89 vs. OASVX (-12.62). VSIAX return over 5 years is better than : 84.34 vs. OASVX (31.89).
| OASVX | VSIAX | OASVX / VSIAX | |
| Total Expense Ratio | 1.50 | 0.07 | 2,143% |
| Annual Report Gross Expense Ratio | 1.64 | 0.07 | 2,343% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -14.514 | -13.325 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 53.6B | 1% |
| Annual Yield % from dividends | 0.73 | 2.27 | 32% |
| Returns for 1 year | -12.62 | -2.89 | 436% |
| Returns for 3 years | -20.60 | 0.41 | -5,048% |
| Returns for 5 years | 31.89 | 84.34 | 38% |
| Returns for 10 years | -13.00 | 63.43 | -21% |
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