OCSVX
Price
$10.02
Change
-$0.02 (-0.20%)
Updated
Jun 2 closing price
Net Assets
561.24M
VSCAX
Price
$22.00
Change
-$0.03 (-0.14%)
Updated
Jun 2 closing price
Net Assets
6.25B
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OCSVX vs VSCAX

Header iconOCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAXBanner chart's image
Optimum Small-Mid Cap Value C
Price$10.02
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets561.24M
Invesco Small Cap Value A
Price$22.00
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets6.25B
OCSVX vs VSCAX Comparison Chart
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OCSVX vs. VSCAX commentary
Jun 03, 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.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.25B vs. OCSVX (561M). VSCAX (0.37) and OCSVX (0.36) 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 : -5.34 vs. OCSVX (-11.96). VSCAX return over 5 years is better than : 100.38 vs. OCSVX (11.63).
OCSVXVSCAXOCSVX / VSCAX
Total Expense Ratio2.251.12201%
Annual Report Gross Expense Ratio2.391.12213%
Fund Existence22 years26 years-
Gain YTD-7.721-6.295123%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets561M6.25B9%
Annual Yield % from dividends0.360.3798%
Returns for 1 year-11.96-5.34224%
Returns for 3 years-16.6915.22-110%
Returns for 5 years11.63100.3812%
Returns for 10 years-19.557.07-277%
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