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OASVX vs VSIAX
OASVX vs VSIAX Comparison
Open Charts OASVX vs VSIAX
Optimum Small-Mid Cap Value A
Price$12.23
Change-$0.22 (-1.77%)
VolumeN/A
Net Assets562.4M
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
OASVX vs VSIAX Comparison Chart
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OASVX vs. VSIAX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. OASVX (562M). VSIAX pays higher dividends than OASVX: VSIAX (2.23) vs OASVX (0.74). 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 : 3.83 vs. OASVX (-4.77). VSIAX return over 5 years is better than : 80.63 vs. OASVX (29.42).
| 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 | -5.395 | -4.304 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 54B | 1% |
| Annual Yield % from dividends | 0.74 | 2.23 | 33% |
| Returns for 1 year | -4.77 | 3.83 | -125% |
| Returns for 3 years | -1.33 | 26.16 | -5% |
| Returns for 5 years | 29.42 | 80.63 | 36% |
| Returns for 10 years | -4.76 | 80.44 | -6% |
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