Interact to see
Advertisement
Advertisement
OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$13.55
Change+$0.17 (+1.27%)
VolumeN/A
Net Assets857.16M
Invesco Small Cap Value A
Price$28.61
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets9.46B
OASVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OASVX vs. VSCAX commentary
Feb 05, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.46B vs. OASVX (857M). OASVX pays higher dividends than VSCAX: OASVX (0.69) vs VSCAX (0.23). OASVX was incepted earlier than VSCAX: OASVX (23 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 : 17.17 vs. OASVX (1.03). VSCAX return over 5 years is better than : 68.04 vs. OASVX (2.23).
| OASVX | VSCAX | OASVX / VSCAX | |
| Total Expense Ratio | 1.49 | 1.10 | 135% |
| Annual Report Gross Expense Ratio | 1.58 | 1.10 | 144% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 7.454 | 13.038 | 57% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 9.46B | 9% |
| Annual Yield % from dividends | 0.69 | 0.23 | 301% |
| Returns for 1 year | 1.03 | 17.17 | 6% |
| Returns for 3 years | 3.82 | 51.80 | 7% |
| Returns for 5 years | 2.23 | 68.04 | 3% |
| Returns for 10 years | 41.62 | 109.05 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers