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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets609.76M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.29B
OISVX vs VSCAX Comparison Chart in %
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OISVX vs. VSCAX commentary
Sep 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.29B vs. OISVX (610M). OISVX pays higher dividends than VSCAX: OISVX (0.94) 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 (1.12). 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 : 11.46 vs. OISVX (0.57). VSCAX return over 5 years is better than : 115.59 vs. OISVX (34.55).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | 1.24 | 1.12 | 111% |
| Annual Report Gross Expense Ratio | 1.33 | 1.12 | 119% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 2.855 | 6.976 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 7.29B | 8% |
| Annual Yield % from dividends | 0.94 | 0.32 | 289% |
| Returns for 1 year | 0.57 | 11.46 | 5% |
| Returns for 3 years | 9.85 | 45.94 | 21% |
| Returns for 5 years | 34.55 | 115.59 | 30% |
| Returns for 10 years | 22.53 | 36.08 | 62% |
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