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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$10.28
Change-$0.09 (-0.87%)
VolumeN/A
Net Assets578.11M
Invesco Small Cap Value A
Price$23.03
Change-$0.07 (-0.30%)
VolumeN/A
Net Assets6.54B
OCSVX vs VSCAX Comparison Chart in %
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OCSVX vs. VSCAX commentary
Jun 26, 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 StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.54B vs. OCSVX (578M). 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). OCSVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (40.00). OCSVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 1.79 vs. OCSVX (-6.25). VSCAX return over 5 years is better than : 131.31 vs. OCSVX (25.38).
| 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 | -5.515 | -1.744 | 316% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 578M | 6.54B | 9% |
| Annual Yield % from dividends | 0.36 | 0.37 | 98% |
| Returns for 1 year | -6.25 | 1.79 | -349% |
| Returns for 3 years | -6.42 | 36.00 | -18% |
| Returns for 5 years | 25.38 | 131.31 | 19% |
| Returns for 10 years | -17.29 | 11.15 | -155% |
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