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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$10.99
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets604.6M
Invesco Small Cap Value A
Price$25.62
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets7.49B
OCSVX vs VSCAX Comparison Chart in %
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OCSVX vs. VSCAX commentary
Sep 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.49B vs. OCSVX (605M). OCSVX (0.33) and VSCAX (0.32) have matching dividends . 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 : 10.21 vs. OCSVX (-6.08). VSCAX return over 5 years is better than : 123.83 vs. OCSVX (21.36).
| 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 | 1.103 | 9.188 | 12% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 7.49B | 8% |
| Annual Yield % from dividends | 0.33 | 0.32 | 102% |
| Returns for 1 year | -6.08 | 10.21 | -60% |
| Returns for 3 years | 2.08 | 48.11 | 4% |
| Returns for 5 years | 21.36 | 123.83 | 17% |
| Returns for 10 years | 0.34 | 42.55 | 1% |
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