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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$10.30
Change+$0.41 (+4.15%)
VolumeN/A
Net Assets554.54M
Invesco Small Cap Value A
Price$22.59
Change+$0.86 (+3.96%)
VolumeN/A
Net Assets6.14B
OCSVX vs VSCAX Comparison Chart
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OCSVX vs. VSCAX commentary
May 13, 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 OCSVX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.14B vs. OCSVX (555M). VSCAX (0.39) and OCSVX (0.38) have matching dividends . OCSVX was incepted earlier than VSCAX: OCSVX (22 years) vs VSCAX (26 years). OCSVX (2.39) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. OCSVX (26.00). OCSVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -6.27 vs. OCSVX (-13.80). VSCAX return over 5 years is better than : 159.11 vs. OCSVX (35.03).
| OCSVX | VSCAX | OCSVX / VSCAX | |
| Total Expense Ratio | 2.25 | 1.12 | 201% |
| Annual Report Gross Expense Ratio | 2.39 | 1.12 | 213% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -9.099 | -7.571 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 555M | 6.14B | 9% |
| Annual Yield % from dividends | 0.38 | 0.39 | 98% |
| Returns for 1 year | -13.80 | -6.27 | 220% |
| Returns for 3 years | -14.98 | 22.86 | -66% |
| Returns for 5 years | 35.03 | 159.11 | 22% |
| Returns for 10 years | -21.56 | 6.17 | -349% |
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