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OASVX vs VISVX
OASVX vs VISVX Comparison
Open Charts OASVX vs VISVX
Optimum Small-Mid Cap Value A
Price$12.94
Change-$0.17 (-1.30%)
VolumeN/A
Net Assets586.52M
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets58.35B
OASVX vs VISVX Comparison Chart in %
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OASVX vs. VISVX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. OASVX (587M). VISVX pays higher dividends than OASVX: VISVX (1.90) vs OASVX (0.70). 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 : -0.55 vs. OASVX (-12.72). VISVX return over 5 years is better than : 65.01 vs. OASVX (15.11).
| 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 | -0.380 | 5.771 | -7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 58.3B | 1% |
| Annual Yield % from dividends | 0.70 | 1.90 | 37% |
| Returns for 1 year | -12.72 | -0.55 | 2,305% |
| Returns for 3 years | -1.47 | 27.31 | -5% |
| Returns for 5 years | 15.11 | 65.01 | 23% |
| Returns for 10 years | 14.47 | 116.59 | 12% |
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