OISVX
Price
$14.35
Change
+$0.08 (+0.56%)
Updated
Jul 3 closing price
Net Assets
602.58M
VSCAX
Price
$24.15
Change
+$0.14 (+0.58%)
Updated
Jul 3 closing price
Net Assets
6.97B
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OISVX vs VSCAX

Header iconOISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAXBanner chart's image
Optimum Small-Mid Cap Value Instl
Price$14.35
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets602.58M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
OISVX vs VSCAX Comparison Chart in %
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OISVX vs. VSCAX commentary
Jul 06, 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 StrongBuy and VSCAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. OISVX (603M). OISVX pays higher dividends than VSCAX: OISVX (0.98) vs VSCAX (0.35). OISVX was incepted earlier than VSCAX: OISVX (22 years) vs VSCAX (26 years). OISVX (1.39) is less costly to investors than VSCAX (1.12). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (40.00). 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 : 5.03 vs. OISVX (2.12). VSCAX return over 5 years is better than : 135.31 vs. OISVX (43.40).
OISVXVSCAXOISVX / VSCAX
Total Expense Ratio1.251.12112%
Annual Report Gross Expense Ratio1.391.12124%
Fund Existence22 years26 years-
Gain YTD-0.0702.722-3%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets603M6.97B9%
Annual Yield % from dividends0.980.35285%
Returns for 1 year2.125.0342%
Returns for 3 years7.3443.8517%
Returns for 5 years43.40135.3132%
Returns for 10 years9.7220.5547%
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