Interact to see
Advertisement
Advertisement
OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$10.74
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets597.91M
Invesco Small Cap Value A
Price$24.14
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets6.95B
OCSVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCSVX vs. VSCAX commentary
Jul 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.95B vs. OCSVX (598M). OCSVX (0.35) and VSCAX (0.35) 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 (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 : 0.75 vs. OCSVX (-7.89). VSCAX return over 5 years is better than : 123.44 vs. OCSVX (24.13).
| 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 | -1.011 | 2.892 | -35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 6.95B | 9% |
| Annual Yield % from dividends | 0.35 | 0.35 | 101% |
| Returns for 1 year | -7.89 | 0.75 | -1,053% |
| Returns for 3 years | 0.04 | 47.30 | 0% |
| Returns for 5 years | 24.13 | 123.44 | 20% |
| Returns for 10 years | -8.84 | 22.32 | -40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSRFX | 12.71 | 0.09 | +0.71% |
| Goldman Sachs Rising Dividend Gr R6 | |||
| VTSAX | 150.50 | 0.91 | +0.61% |
| Vanguard Total Stock Mkt Idx Adm | |||
| KNPYX | 132.73 | 0.67 | +0.51% |
| Kinetics Paradigm Instl | |||
| LVAVX | 14.05 | 0.07 | +0.50% |
| LSV Conservative Value Equity Investor | |||
| BALPX | 9.79 | N/A | N/A |
| BlackRock Event Driven Equity Inv A | |||