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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$10.82
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets602.58M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
OCSVX vs VSCAX Comparison Chart in %
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OCSVX vs. VSCAX 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 OCSVX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. OCSVX (603M). OCSVX (0.35) and VSCAX (0.35) have matching dividends . OCSVX was incepted earlier than VSCAX: OCSVX (22 years) vs VSCAX (26 years). OCSVX (2.39) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. OCSVX (26.00). OCSVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. OCSVX (-1.05). VSCAX return over 5 years is better than : 135.31 vs. OCSVX (27.93).
| OCSVX | VSCAX | OCSVX / VSCAX | |
| Total Expense Ratio | 2.25 | 1.12 | 201% |
| Annual Report Gross Expense Ratio | 2.39 | 1.12 | 213% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -0.551 | 2.722 | -20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 6.97B | 9% |
| Annual Yield % from dividends | 0.35 | 0.35 | 101% |
| Returns for 1 year | -1.05 | 5.03 | -21% |
| Returns for 3 years | -0.23 | 43.85 | -1% |
| Returns for 5 years | 27.93 | 135.31 | 21% |
| Returns for 10 years | -10.08 | 20.55 | -49% |