OASVX
Price
$13.14
Change
+$0.07 (+0.54%)
Updated
Jul 3 closing price
Net Assets
602.58M
VSIAX
Price
$86.66
Change
+$0.43 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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OASVX vs VSIAX

Header iconOASVX vs VSIAX Comparison
Open Charts OASVX vs VSIAXBanner chart's image
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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VS
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.

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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).
OASVXVSIAXOASVX / VSIAX
Total Expense Ratio1.500.072,143%
Annual Report Gross Expense Ratio1.640.072,343%
Fund Existence22 years14 years-
Gain YTD-0.1522.044-7%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets603M54B1%
Annual Yield % from dividends0.712.1134%
Returns for 1 year1.2011.6710%
Returns for 3 years5.2834.8815%
Returns for 5 years39.0894.1641%
Returns for 10 years4.1096.534%
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