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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$13.35
Change+$0.17 (+1.29%)
VolumeN/A
Net Assets624.43M
Invesco Small Cap Value A
Price$27.60
Change+$0.46 (+1.69%)
VolumeN/A
Net Assets8.84B
OASVX vs VSCAX Comparison Chart in %
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VS
VS
OASVX vs. VSCAX 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. OASVX (624M). OASVX pays higher dividends than VSCAX: OASVX (0.72) vs VSCAX (0.25). OASVX was incepted earlier than VSCAX: OASVX (22 years) vs VSCAX (27 years). OASVX (1.58) is less costly to investors than VSCAX (1.10). 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 : 13.42 vs. OASVX (0.05). VSCAX return over 5 years is better than : 60.33 vs. OASVX (3.62).
| OASVX | VSCAX | OASVX / VSCAX | |
| Total Expense Ratio | 1.49 | 1.10 | 135% |
| Annual Report Gross Expense Ratio | 1.58 | 1.10 | 144% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 4.520 | 7.230 | 63% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 624M | 8.84B | 7% |
| Annual Yield % from dividends | 0.72 | 0.25 | 287% |
| Returns for 1 year | 0.05 | 13.42 | 0% |
| Returns for 3 years | 6.70 | 49.33 | 14% |
| Returns for 5 years | 3.62 | 60.33 | 6% |
| Returns for 10 years | 37.22 | 99.03 | 38% |
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