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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$13.52
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets610.9M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
OASVX vs VSCAX Comparison Chart in %
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OASVX vs. VSCAX commentary
Sep 08, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. OASVX (611M). OASVX pays higher dividends than VSCAX: OASVX (0.68) vs VSCAX (0.32). OASVX was incepted earlier than VSCAX: OASVX (22 years) vs VSCAX (26 years). OASVX (1.58) is less costly to investors than VSCAX (1.12). OASVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OASVX (6%) and VSCAX (6%) have equivalent initial investment costs. OASVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. OASVX (-0.23). VSCAX return over 5 years is better than : 116.87 vs. OASVX (30.55).
| OASVX | VSCAX | OASVX / VSCAX | |
| Total Expense Ratio | 1.49 | 1.12 | 133% |
| Annual Report Gross Expense Ratio | 1.58 | 1.12 | 141% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 2.736 | 7.614 | 36% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 611M | 7.33B | 8% |
| Annual Yield % from dividends | 0.68 | 0.32 | 209% |
| Returns for 1 year | -0.23 | 12.12 | -2% |
| Returns for 3 years | 7.73 | 46.81 | 17% |
| Returns for 5 years | 30.55 | 116.87 | 26% |
| Returns for 10 years | 16.24 | 36.89 | 44% |
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