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OASVX vs VSIAX
OASVX vs VSIAX Comparison
Open Charts OASVX vs VSIAX
Optimum Small-Mid Cap Value A
Price$13.14
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets602.58M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
OASVX vs VSIAX Comparison Chart in %
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OASVX vs. VSIAX commentary
Jul 07, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. OASVX (603M). VSIAX pays higher dividends than OASVX: VSIAX (2.11) vs OASVX (0.71). OASVX was incepted earlier than VSIAX: OASVX (22 years) vs VSIAX (14 years). OASVX (1.64) is less costly to investors than VSIAX (0.07). OASVX is a more actively managed with annual turnover of: 26.00 vs. VSIAX (16.00). OASVX has a lower initial minimum investment than VSIAX: OASVX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 11.67 vs. OASVX (1.20). VSIAX return over 5 years is better than : 94.16 vs. OASVX (39.08).
| OASVX | VSIAX | OASVX / VSIAX | |
| Total Expense Ratio | 1.50 | 0.07 | 2,143% |
| Annual Report Gross Expense Ratio | 1.64 | 0.07 | 2,343% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -0.152 | 2.044 | -7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 54B | 1% |
| Annual Yield % from dividends | 0.71 | 2.11 | 34% |
| Returns for 1 year | 1.20 | 11.67 | 10% |
| Returns for 3 years | 5.28 | 34.88 | 15% |
| Returns for 5 years | 39.08 | 94.16 | 41% |
| Returns for 10 years | 4.10 | 96.53 | 4% |
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