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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$13.10
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets626.63M
Invesco Small Cap Value A
Price$21.73
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets6.14B
OISVX vs VSCAX Comparison Chart
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OISVX vs. VSCAX commentary
May 11, 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: 6.15B vs. OISVX (627M). OISVX pays higher dividends than VSCAX: OISVX (1.07) vs VSCAX (0.39). 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 : -6.30 vs. OISVX (-11.04). VSCAX return over 5 years is better than : 128.89 vs. OISVX (36.90).
| 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 | -8.774 | -7.486 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 6.15B | 10% |
| Annual Yield % from dividends | 1.07 | 0.39 | 277% |
| Returns for 1 year | -11.04 | -6.30 | 175% |
| Returns for 3 years | -6.87 | 24.64 | -28% |
| Returns for 5 years | 36.90 | 128.89 | 29% |
| Returns for 10 years | -3.18 | 7.41 | -43% |
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