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OASVX vs VSIAX
OASVX vs VSIAX Comparison
Open Charts OASVX vs VSIAX
Optimum Small-Mid Cap Value A
Price$12.94
Change-$0.17 (-1.30%)
VolumeN/A
Net Assets586.52M
Vanguard Small Cap Value Index Admiral
Price$88.55
Change-$1.22 (-1.36%)
VolumeN/A
Net Assets58.35B
OASVX vs VSIAX Comparison Chart in %
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OASVX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. OASVX (587M). VSIAX pays higher dividends than OASVX: VSIAX (2.02) vs OASVX (0.70). OASVX was incepted earlier than VSIAX: OASVX (22 years) vs VSIAX (14 years). OASVX (1.58) 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 : -0.53 vs. OASVX (-12.72). VSIAX return over 5 years is better than : 65.19 vs. OASVX (15.11).
| OASVX | VSIAX | OASVX / VSIAX | |
| Total Expense Ratio | 1.49 | 0.07 | 2,129% |
| Annual Report Gross Expense Ratio | 1.58 | 0.07 | 2,257% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -0.380 | 5.811 | -7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 58.3B | 1% |
| Annual Yield % from dividends | 0.70 | 2.02 | 34% |
| Returns for 1 year | -12.72 | -0.53 | 2,388% |
| Returns for 3 years | -1.47 | 27.41 | -5% |
| Returns for 5 years | 15.11 | 65.19 | 23% |
| Returns for 10 years | 14.47 | 117.18 | 12% |
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