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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$10.43
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets567.92M
Invesco Small Cap Value A
Price$25.00
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.36B
OCSVX vs VSCAX Comparison Chart in %
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OCSVX vs. VSCAX commentary
Nov 20, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. OCSVX (568M). OCSVX pays higher dividends than VSCAX: OCSVX (0.34) vs VSCAX (0.32). OCSVX was incepted earlier than VSCAX: OCSVX (22 years) vs VSCAX (26 years). OCSVX (2.33) is less costly to investors than VSCAX (1.10). OCSVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OCSVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -3.38 vs. OCSVX (-15.82). VSCAX return over 5 years is better than : 77.11 vs. OCSVX (0.43).
| OCSVX | VSCAX | OCSVX / VSCAX | |
| Total Expense Ratio | 2.24 | 1.10 | 204% |
| Annual Report Gross Expense Ratio | 2.33 | 1.10 | 212% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -4.136 | 6.338 | -65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 7.36B | 8% |
| Annual Yield % from dividends | 0.34 | 0.32 | 107% |
| Returns for 1 year | -15.82 | -3.38 | 468% |
| Returns for 3 years | -8.54 | 31.70 | -27% |
| Returns for 5 years | 0.43 | 77.11 | 1% |
| Returns for 10 years | -6.71 | 35.49 | -19% |
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