OISVX
Price
$14.36
Change
-$0.05 (-0.35%)
Updated
Jul 28 closing price
Net Assets
601.41M
VSCAX
Price
$24.45
Change
-$0.00 (-0.00%)
Updated
Jul 28 closing price
Net Assets
7.03B
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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$14.36
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets601.41M
Invesco Small Cap Value A
Price$24.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets7.03B
OISVX vs VSCAX Comparison Chart in %
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OISVX vs. VSCAX commentary
Jul 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. OISVX (601M). 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 (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 : 3.60 vs. OISVX (-4.77). VSCAX return over 5 years is better than : 119.24 vs. OISVX (35.87).
OISVXVSCAXOISVX / VSCAX
Total Expense Ratio1.251.12112%
Annual Report Gross Expense Ratio1.391.12124%
Fund Existence22 years26 years-
Gain YTD0.3483.9989%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets601M7.03B9%
Annual Yield % from dividends0.980.35285%
Returns for 1 year-4.773.60-133%
Returns for 3 years0.5835.732%
Returns for 5 years35.87119.2430%
Returns for 10 years13.8826.8052%
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