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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$14.29
Change-$0.32 (-2.19%)
VolumeN/A
Net Assets676.26M
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
OISVX vs VSCAX Comparison Chart
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OISVX vs. VSCAX commentary
Feb 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: 6.59B vs. OISVX (676M). OISVX pays higher dividends than VSCAX: OISVX (1.26) vs VSCAX (0.48). OISVX was incepted earlier than VSCAX: OISVX (22 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 : 14.87 vs. OISVX (2.05). VSCAX return over 5 years is better than : 73.99 vs. OISVX (10.54).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -0.487 | 0.808 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 6.59B | 10% |
| Annual Yield % from dividends | 1.26 | 0.48 | 264% |
| Returns for 1 year | 2.05 | 14.87 | 14% |
| Returns for 3 years | -6.10 | 27.17 | -22% |
| Returns for 5 years | 10.54 | 73.99 | 14% |
| Returns for 10 years | 7.52 | 17.55 | 43% |
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