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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$12.85
Change-$0.11 (-0.85%)
VolumeN/A
Net Assets616.59M
Invesco Small Cap Value A
Price$28.57
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.48B
OASVX vs VSCAX Comparison Chart in %
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OASVX vs. VSCAX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.48B vs. OASVX (617M). OASVX pays higher dividends than VSCAX: OASVX (0.68) vs VSCAX (0.31). 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 : 7.48 vs. OASVX (-6.76). VSCAX return over 5 years is better than : 88.18 vs. OASVX (8.49).
| 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 | -1.520 | 21.523 | -7% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 617M | 8.48B | 7% |
| Annual Yield % from dividends | 0.68 | 0.31 | 222% |
| Returns for 1 year | -6.76 | 7.48 | -90% |
| Returns for 3 years | 7.45 | 52.50 | 14% |
| Returns for 5 years | 8.49 | 88.18 | 10% |
| Returns for 10 years | 21.18 | 80.66 | 26% |
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