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OASVX vs VSIIX
OASVX vs VSIIX Comparison
Open Charts OASVX vs VSIIX
Optimum Small-Mid Cap Value A
Price$14.18
Change-$0.14 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
OASVX vs VSIIX Comparison Chart
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OASVX vs. VSIIX commentary
Sep 21, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. OASVX (695M). VSIIX pays higher dividends than OASVX: VSIIX (2.02) vs OASVX (1.36). OASVX was incepted earlier than VSIIX: OASVX (21 years) vs VSIIX (25 years). OASVX is a more actively managed with annual turnover of: 17.00 vs. VSIIX (16.00). OASVX has a lower initial minimum investment than VSIIX: OASVX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 25.85 vs. OASVX (21.43). VSIIX return over 5 years is better than : 57.12 vs. OASVX (18.75).
| OASVX | VSIIX | OASVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 9.077 | 11.364 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 57.3B | 1% |
| Annual Yield % from dividends | 1.36 | 2.02 | 67% |
| Returns for 1 year | 21.43 | 25.85 | 83% |
| Returns for 3 years | -2.50 | 21.47 | -12% |
| Returns for 5 years | 18.75 | 57.12 | 33% |
| Returns for 10 years | 7.31 | 109.23 | 7% |
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