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OASVX vs VSIAX
OASVX vs VSIAX Comparison
Open Charts OASVX vs VSIAX
Optimum Small-Mid Cap Value A
Price$12.12
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets560.02M
Vanguard Small Cap Value Index Admiral
Price$80.67
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets51.69B
OASVX vs VSIAX Comparison Chart
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OASVX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. OASVX (560M). VSIAX pays higher dividends than OASVX: VSIAX (2.34) vs OASVX (0.77). 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 : 0.53 vs. OASVX (-9.95). VSIAX return over 5 years is better than : 90.20 vs. OASVX (35.05).
| 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 | -7.751 | -5.045 | 154% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 51.7B | 1% |
| Annual Yield % from dividends | 0.77 | 2.34 | 33% |
| Returns for 1 year | -9.95 | 0.53 | -1,893% |
| Returns for 3 years | -8.83 | 18.65 | -47% |
| Returns for 5 years | 35.05 | 90.20 | 39% |
| Returns for 10 years | -7.92 | 78.51 | -10% |
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