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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$12.27
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets576.69M
Invesco Small Cap Value A
Price$20.05
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets5.64B
OISVX vs VSCAX Comparison Chart
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OISVX vs. VSCAX commentary
Apr 18, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.64B vs. OISVX (577M). OISVX pays higher dividends than VSCAX: OISVX (1.01) vs VSCAX (0.37). 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). VSCAX is a more actively managed with annual turnover of: 40.00 vs. OISVX (26.00). 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 : -7.09 vs. OISVX (-11.94). VSCAX return over 5 years is better than : 138.84 vs. OISVX (35.78).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | 1.25 | 1.12 | 112% |
| Annual Report Gross Expense Ratio | 1.39 | 1.12 | 124% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -14.554 | -14.802 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 5.64B | 10% |
| Annual Yield % from dividends | 1.01 | 0.37 | 277% |
| Returns for 1 year | -11.94 | -7.09 | 168% |
| Returns for 3 years | -19.06 | 3.95 | -482% |
| Returns for 5 years | 35.78 | 138.84 | 26% |
| Returns for 10 years | -8.38 | -2.09 | 401% |
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