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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
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.
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).
| 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 | 0.348 | 3.998 | 9% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 7.03B | 9% |
| Annual Yield % from dividends | 0.98 | 0.35 | 285% |
| Returns for 1 year | -4.77 | 3.60 | -133% |
| Returns for 3 years | 0.58 | 35.73 | 2% |
| Returns for 5 years | 35.87 | 119.24 | 30% |
| Returns for 10 years | 13.88 | 26.80 | 52% |
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