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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$14.31
Change+$0.15 (+1.06%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.41
Change+$0.25 (+1.08%)
VolumeN/A
CapitalizationN/A
OISVX vs VSCAX Comparison Chart
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OISVX vs. VSCAX commentary
Dec 23, 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 OISVX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.33B vs. OISVX (681M). OISVX pays higher dividends than VSCAX: OISVX (1.26) vs VSCAX (0.48). OISVX was incepted earlier than VSCAX: OISVX (21 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. OISVX (17.00). 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 : 16.45 vs. OISVX (2.70). VSCAX return over 5 years is better than : 65.61 vs. OISVX (8.39).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 2.486 | 15.647 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 6.33B | 11% |
| Annual Yield % from dividends | 1.26 | 0.48 | 264% |
| Returns for 1 year | 2.70 | 16.45 | 16% |
| Returns for 3 years | -6.14 | 33.77 | -18% |
| Returns for 5 years | 8.39 | 65.61 | 13% |
| Returns for 10 years | 9.26 | 20.48 | 45% |
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