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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$10.82
Change-$0.12 (-1.10%)
VolumeN/A
Net Assets597.07M
Invesco Small Cap Value A
Price$26.08
Change-$0.26 (-0.99%)
VolumeN/A
Net Assets7.69B
OCSVX vs VSCAX Comparison Chart in %
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OCSVX vs. VSCAX commentary
Oct 10, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.7B vs. OCSVX (597M). OCSVX pays higher dividends than VSCAX: OCSVX (0.33) 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 (1.12). 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 : 7.46 vs. OCSVX (-8.78). VSCAX return over 5 years is better than : 110.88 vs. OCSVX (13.41).
| OCSVX | VSCAX | OCSVX / VSCAX | |
| Total Expense Ratio | 2.24 | 1.12 | 200% |
| Annual Report Gross Expense Ratio | 2.33 | 1.12 | 208% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -0.551 | 10.932 | -5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 597M | 7.7B | 8% |
| Annual Yield % from dividends | 0.33 | 0.32 | 106% |
| Returns for 1 year | -8.78 | 7.46 | -118% |
| Returns for 3 years | 6.73 | 57.01 | 12% |
| Returns for 5 years | 13.41 | 110.88 | 12% |
| Returns for 10 years | -3.48 | 41.49 | -8% |
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