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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$12.53
Change-$0.08 (-0.63%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$25.99
Change-$0.26 (-0.99%)
VolumeN/A
CapitalizationN/A
OCSVX vs VSCAX Comparison Chart
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OCSVX vs. VSCAX commentary
Nov 15, 2024
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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.39B vs. OCSVX (726M). VSCAX pays higher dividends than OCSVX: VSCAX (0.48) vs OCSVX (0.00). OCSVX was incepted earlier than VSCAX: OCSVX (21 years) vs VSCAX (25 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 : 38.10 vs. OCSVX (25.97). VSCAX return over 5 years is better than : 87.05 vs. OCSVX (12.03).
| OCSVX | VSCAX | OCSVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 15.160 | 29.247 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 6.39B | 11% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | 25.97 | 38.10 | 68% |
| Returns for 3 years | -9.57 | 18.40 | -52% |
| Returns for 5 years | 12.03 | 87.05 | 14% |
| Returns for 10 years | -1.16 | 19.20 | -6% |
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