Ad is loading...
OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$9.22
Change+$0.09 (+0.99%)
VolumeN/A
Net Assets571.18M
Invesco Small Cap Value A
Price$19.91
Change+$0.33 (+1.69%)
VolumeN/A
Net Assets5.51B
OCSVX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCSVX vs. VSCAX commentary
Apr 12, 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: 5.51B vs. OCSVX (571M). 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). VSCAX is a more actively managed with annual turnover of: 40.00 vs. OCSVX (26.00). OCSVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -12.92 vs. OCSVX (-18.94). VSCAX return over 5 years is better than : 120.00 vs. OCSVX (15.12).
| 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 | -16.085 | -16.716 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 5.51B | 10% |
| Annual Yield % from dividends | 0.36 | 0.37 | 98% |
| Returns for 1 year | -18.94 | -12.92 | 147% |
| Returns for 3 years | -25.05 | 3.85 | -650% |
| Returns for 5 years | 15.12 | 120.00 | 13% |
| Returns for 10 years | -26.07 | -3.92 | 666% |
View a ticker or compare two or three
VS
VS
Ad is loading...