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OASVX vs VSCAX
OASVX vs VSCAX Comparison
Open Charts OASVX vs VSCAX
Optimum Small-Mid Cap Value A
Price$13.19
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets601.41M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
OASVX vs VSCAX Comparison Chart in %
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OASVX vs. VSCAX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. OASVX (601M). 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). 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 : 5.38 vs. OASVX (-4.14). VSCAX return over 5 years is better than : 124.82 vs. OASVX (34.30).
| 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 | 0.228 | 3.998 | 6% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 7.03B | 9% |
| Annual Yield % from dividends | 0.71 | 0.35 | 206% |
| Returns for 1 year | -4.14 | 5.38 | -77% |
| Returns for 3 years | 2.34 | 42.53 | 5% |
| Returns for 5 years | 34.30 | 124.82 | 27% |
| Returns for 10 years | 9.78 | 27.85 | 35% |
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