Interact to see
Advertisement
Advertisement
OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$13.88
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets567.92M
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
OISVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OISVX vs. VSCAX commentary
Nov 20, 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 OISVX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.35B vs. OISVX (568M). OISVX pays higher dividends than VSCAX: OISVX (0.96) vs VSCAX (0.32). OISVX was incepted earlier than VSCAX: OISVX (22 years) vs VSCAX (26 years). OISVX (1.33) is less costly to investors than VSCAX (1.10). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OISVX has a lower initial minimum investment than VSCAX: OISVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : -3.06 vs. OISVX (-13.17). VSCAX return over 5 years is better than : 75.36 vs. OISVX (12.59).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | 1.24 | 1.10 | 113% |
| Annual Report Gross Expense Ratio | 1.33 | 1.10 | 121% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -3.343 | 5.657 | -59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 568M | 7.35B | 8% |
| Annual Yield % from dividends | 0.96 | 0.32 | 302% |
| Returns for 1 year | -13.17 | -3.06 | 430% |
| Returns for 3 years | -1.66 | 30.86 | -5% |
| Returns for 5 years | 12.59 | 75.36 | 17% |
| Returns for 10 years | 13.75 | 34.62 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EWJV | 38.94 | 0.06 | +0.16% |
| iShares MSCI Japan Value ETF | |||
| CWB | 88.25 | 0.12 | +0.14% |
| State Street® SPDR® Blmbg Cnvrt Secs ETF | |||
| LQTI | 20.10 | 0.02 | +0.10% |
| FT Vest Investment Grade & Target Income ETF | |||
| ECML | 32.56 | N/A | N/A |
| Euclidean Fundamental Value ETF | |||
| PSCF | 54.65 | -0.02 | -0.04% |
| Invesco S&P SmallCap Financials ETF | |||