OASVX
Price
$13.14
Change
+$0.07 (+0.54%)
Updated
Jul 3 closing price
Net Assets
602.58M
VSCAX
Price
$24.15
Change
+$0.14 (+0.58%)
Updated
Jul 3 closing price
Net Assets
6.97B
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OASVX vs VSCAX

Header iconOASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAXBanner chart's image
Optimum Small-Mid Cap Value A
Price$13.14
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets602.58M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
OASVX vs VSCAX Comparison Chart in %
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OASVX vs. VSCAX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. OASVX (603M). OASVX pays higher dividends than VSCAX: OASVX (0.71) vs VSCAX (0.35). OASVX was incepted earlier than VSCAX: OASVX (22 years) vs VSCAX (26 years). OASVX (1.64) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. OASVX (26.00). 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 : 5.03 vs. OASVX (1.20). VSCAX return over 5 years is better than : 135.31 vs. OASVX (39.08).
OASVXVSCAXOASVX / VSCAX
Total Expense Ratio1.501.12134%
Annual Report Gross Expense Ratio1.641.12146%
Fund Existence22 years26 years-
Gain YTD-0.1522.722-6%
Front Load6%6%105%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets603M6.97B9%
Annual Yield % from dividends0.710.35206%
Returns for 1 year1.205.0324%
Returns for 3 years5.2843.8512%
Returns for 5 years39.08135.3129%
Returns for 10 years4.1020.5520%
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