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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$12.94
Change-$0.17 (-1.30%)
VolumeN/A
Net Assets586.52M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
OASVX vs VSCAX Comparison Chart in %
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OASVX vs. VSCAX commentary
Nov 14, 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: 7.75B vs. OASVX (587M). OASVX pays higher dividends than VSCAX: OASVX (0.70) vs VSCAX (0.32). OASVX was incepted earlier than VSCAX: OASVX (22 years) vs VSCAX (26 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 : -0.35 vs. OASVX (-13.57). VSCAX return over 5 years is better than : 90.72 vs. OASVX (13.62).
| 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 | 26 years | - |
| Gain YTD | -1.672 | 11.782 | -14% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 7.75B | 8% |
| Annual Yield % from dividends | 0.70 | 0.32 | 219% |
| Returns for 1 year | -13.57 | -0.35 | 3,882% |
| Returns for 3 years | -1.67 | 36.18 | -5% |
| Returns for 5 years | 13.62 | 90.72 | 15% |
| Returns for 10 years | 11.70 | 46.42 | 25% |
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