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OASVX vs VSIAX
OASVX vs VSIAX Comparison
Open Charts OASVX vs VSIAX
Optimum Small-Mid Cap Value A
Price$13.07
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets593.36M
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
OASVX vs VSIAX Comparison Chart in %
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OASVX vs. VSIAX commentary
Aug 17, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. OASVX (593M). VSIAX pays higher dividends than OASVX: VSIAX (2.07) vs OASVX (0.70). 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: 117.00 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 : 6.63 vs. OASVX (-2.77). VSIAX return over 5 years is better than : 76.57 vs. OASVX (25.05).
| 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 | -0.684 | 2.680 | -26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 56.4B | 1% |
| Annual Yield % from dividends | 0.70 | 2.07 | 34% |
| Returns for 1 year | -2.77 | 6.63 | -42% |
| Returns for 3 years | -6.02 | 19.32 | -31% |
| Returns for 5 years | 25.05 | 76.57 | 33% |
| Returns for 10 years | 8.36 | 99.65 | 8% |
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