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OASVX vs VISVX
OASVX vs VISVX Comparison
Open Charts OASVX vs VISVX
Optimum Small-Mid Cap Value A
Price$12.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets609.65M
Vanguard Small Cap Value Index I
Price$51.66
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets59.64B
OASVX vs VISVX Comparison Chart in %
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OASVX vs. VISVX commentary
Dec 27, 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 OASVX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. OASVX (610M). VISVX pays higher dividends than OASVX: VISVX (1.86) vs OASVX (0.68). OASVX was incepted earlier than VISVX: OASVX (22 years) vs VISVX (28 years). OASVX (1.58) is less costly to investors than VISVX (0.19). OASVX is a more actively managed with annual turnover of: 117.00 vs. VISVX (16.00). OASVX has a lower initial minimum investment than VISVX: OASVX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 7.97 vs. OASVX (-3.31). VISVX return over 5 years is better than : 54.60 vs. OASVX (6.03).
| OASVX | VISVX | OASVX / VISVX | |
| Total Expense Ratio | 1.49 | 0.19 | 784% |
| Annual Report Gross Expense Ratio | 1.58 | 0.19 | 832% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -2.432 | 9.064 | -27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 59.6B | 1% |
| Annual Yield % from dividends | 0.68 | 1.86 | 37% |
| Returns for 1 year | -3.31 | 7.97 | -42% |
| Returns for 3 years | 9.57 | 37.22 | 26% |
| Returns for 5 years | 6.03 | 54.60 | 11% |
| Returns for 10 years | 17.69 | 124.17 | 14% |
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