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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$13.07
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets593.36M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
OASVX vs VSCAX Comparison Chart in %
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OASVX vs. VSCAX commentary
Aug 17, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. OASVX (593M). OASVX pays higher dividends than VSCAX: OASVX (0.70) vs VSCAX (0.34). 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). 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 : 6.49 vs. OASVX (-2.77). VSCAX return over 5 years is better than : 105.42 vs. OASVX (25.05).
| OASVX | VSCAX | OASVX / VSCAX | |
| Total Expense Ratio | 1.50 | 1.12 | 134% |
| Annual Report Gross Expense Ratio | 1.64 | 1.12 | 146% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -0.684 | 3.658 | -19% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 7.03B | 8% |
| Annual Yield % from dividends | 0.70 | 0.34 | 208% |
| Returns for 1 year | -2.77 | 6.49 | -43% |
| Returns for 3 years | -6.02 | 30.98 | -19% |
| Returns for 5 years | 25.05 | 105.42 | 24% |
| Returns for 10 years | 8.36 | 26.84 | 31% |
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