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OASVX vs VISVX
OASVX vs VISVX Comparison
Open Charts OASVX vs VISVX
Optimum Small-Mid Cap Value A
Price$13.35
Change+$0.17 (+1.29%)
VolumeN/A
Net Assets624.43M
Vanguard Small Cap Value Index I
Price$54.13
Change+$0.61 (+1.14%)
VolumeN/A
Net Assets59.85B
OASVX vs VISVX Comparison Chart in %
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OASVX vs. VISVX commentary
Jan 16, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. OASVX (624M). VISVX pays higher dividends than OASVX: VISVX (1.84) vs OASVX (0.72). 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 : 12.23 vs. OASVX (0.05). VISVX return over 5 years is better than : 51.12 vs. OASVX (3.62).
| 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 | 4.520 | 5.354 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 59.8B | 1% |
| Annual Yield % from dividends | 0.72 | 1.84 | 39% |
| Returns for 1 year | 0.05 | 12.23 | 0% |
| Returns for 3 years | 6.70 | 34.31 | 20% |
| Returns for 5 years | 3.62 | 51.12 | 7% |
| Returns for 10 years | 37.22 | 161.21 | 23% |
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