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OASVX vs VSIAX
OASVX vs VSIAX Comparison
Open Charts OASVX vs VSIAX
Optimum Small-Mid Cap Value A
Price$13.77
Change+$0.13 (+0.95%)
VolumeN/A
Net Assets707.19M
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
OASVX vs VSIAX Comparison Chart
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OASVX vs. VSIAX commentary
Jan 31, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. OASVX (707M). VSIAX pays higher dividends than OASVX: VSIAX (2.01) vs OASVX (1.36). OASVX was incepted earlier than VSIAX: OASVX (22 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 : 17.45 vs. OASVX (8.37). VSIAX return over 5 years is better than : 57.90 vs. OASVX (14.92).
| OASVX | VSIAX | OASVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 4.635 | 3.440 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 707M | 58.3B | 1% |
| Annual Yield % from dividends | 1.36 | 2.01 | 68% |
| Returns for 1 year | 8.37 | 17.45 | 48% |
| Returns for 3 years | -3.87 | 21.69 | -18% |
| Returns for 5 years | 14.92 | 57.90 | 26% |
| Returns for 10 years | 12.85 | 107.64 | 12% |