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OASVX vs SSGSX
OASVX vs SSGSX Comparison
Open Charts OASVX vs SSGSX
Optimum Small-Mid Cap Value A
Price$13.55
Change+$0.17 (+1.27%)
VolumeN/A
Net Assets857.16M
Victory Sycamore Small Company Opp A
Price$49.22
Change+$0.90 (+1.86%)
VolumeN/A
Net Assets5.04B
OASVX vs SSGSX Comparison Chart in %
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OASVX vs. SSGSX commentary
Feb 05, 2026
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 OASVX is a Buy and SSGSX is a Buy.
FUNDAMENTALS
Fundamentals
SSGSX has more cash in the bank: 5.04B vs. OASVX (857M). OASVX pays higher dividends than SSGSX: OASVX (0.69) vs SSGSX (0.58). OASVX was incepted earlier than SSGSX: OASVX (23 years) vs SSGSX (27 years). OASVX (1.58) is less costly to investors than SSGSX (1.23). OASVX is a more actively managed with annual turnover of: 117.00 vs. SSGSX (50.00). OASVX (6%) and SSGSX (6%) have equivalent initial investment costs. OASVX has a lower initial minimum investment than SSGSX: OASVX (1000) vs SSGSX (2500). SSGSX annual gain was more profitable for investors over the last year : 4.83 vs. OASVX (1.03). OASVX return over 5 years is better than : 2.23 vs. SSGSX (0.79).
| OASVX | SSGSX | OASVX / SSGSX | |
| Total Expense Ratio | 1.49 | 1.23 | 121% |
| Annual Report Gross Expense Ratio | 1.58 | 1.23 | 128% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 7.454 | 10.137 | 74% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 5.04B | 17% |
| Annual Yield % from dividends | 0.69 | 0.58 | 120% |
| Returns for 1 year | 1.03 | 4.83 | 21% |
| Returns for 3 years | 3.82 | -1.30 | -295% |
| Returns for 5 years | 2.23 | 0.79 | 281% |
| Returns for 10 years | 41.62 | 55.86 | 75% |
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