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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$14.89
Change-$0.11 (-0.73%)
VolumeN/A
Net Assets713.68M
Invesco Small Cap Value A
Price$25.10
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets6.86B
OISVX vs VSCAX Comparison Chart
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OISVX vs. VSCAX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.86B vs. OISVX (714M). OISVX pays higher dividends than VSCAX: OISVX (1.26) vs VSCAX (0.48). OISVX was incepted earlier than VSCAX: OISVX (21 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. OISVX (17.00). 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 : 25.29 vs. OISVX (7.79). VSCAX return over 5 years is better than : 83.47 vs. OISVX (13.68).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 3.691 | 6.763 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 6.86B | 10% |
| Annual Yield % from dividends | 1.26 | 0.48 | 264% |
| Returns for 1 year | 7.79 | 25.29 | 31% |
| Returns for 3 years | -1.72 | 40.11 | -4% |
| Returns for 5 years | 13.68 | 83.47 | 16% |
| Returns for 10 years | 18.10 | 35.88 | 50% |
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