OASVX
Price
$13.44
Change
+$0.19 (+1.43%)
Updated
Dec 3 closing price
Net Assets
600.31M
VISVX
Price
$50.89
Change
+$0.54 (+1.07%)
Updated
Dec 3 closing price
Net Assets
58.35B
Interact to see
Advertisement

OASVX vs VISVX

Header iconOASVX vs VISVX Comparison
Open Charts OASVX vs VISVXBanner chart's image
Optimum Small-Mid Cap Value A
Price$13.44
Change+$0.19 (+1.43%)
VolumeN/A
Net Assets600.31M
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
OASVX vs VISVX Comparison Chart in %
View a ticker or compare two or three
VS
OASVX vs. VISVX commentary
Dec 04, 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 Buy and VISVX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. OASVX (600M). 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 : -1.68 vs. OASVX (-13.24). VISVX return over 5 years is better than : 56.36 vs. OASVX (9.60).
OASVXVISVXOASVX / VISVX
Total Expense Ratio1.490.19784%
Annual Report Gross Expense Ratio1.580.19832%
Fund Existence22 years28 years-
Gain YTD1.0646.70016%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets600M58.3B1%
Annual Yield % from dividends0.681.8637%
Returns for 1 year-13.24-1.68789%
Returns for 3 years-1.9726.40-7%
Returns for 5 years9.6056.3617%
Returns for 10 years12.99112.6812%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
JHI14.040.11
+0.79%
John Hancock Investors Trust Capital Stock
FBDC19.490.07
+0.38%
FT Confluence BDC & SpecialtyFinacIncETF
GHY12.430.01
+0.08%
PGIM Global High Yield Fund
GUNR44.74-0.31
-0.68%
FlexShares Mstar Glbl Upstrm Nat Res ETF
PSIL18.01-0.54
-2.89%
AdvisorShares Psychedelics ETF