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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$11.30
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets708.22M
Invesco Small Cap Value A
Price$25.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.87B
OCSVX vs VSCAX Comparison Chart
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OCSVX vs. VSCAX commentary
Jan 25, 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: 6.87B vs. OCSVX (708M). VSCAX pays higher dividends than OCSVX: VSCAX (0.48) vs OCSVX (0.00). OCSVX was incepted earlier than VSCAX: OCSVX (22 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. OCSVX (17.00). OCSVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 25.10 vs. OCSVX (5.16). VSCAX return over 5 years is better than : 83.47 vs. OCSVX (1.61).
| OCSVX | VSCAX | OCSVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 3.860 | 6.763 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 6.87B | 10% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 5.16 | 25.10 | 21% |
| Returns for 3 years | -9.45 | 38.43 | -25% |
| Returns for 5 years | 1.61 | 83.47 | 2% |
| Returns for 10 years | -3.87 | 34.80 | -11% |
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