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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$10.75
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets593.36M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
OCSVX vs VSCAX Comparison Chart in %
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OCSVX vs. VSCAX commentary
Aug 18, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. OCSVX (593M). OCSVX (0.34) and VSCAX (0.34) 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). OCSVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OCSVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 6.49 vs. OCSVX (-4.98). VSCAX return over 5 years is better than : 105.42 vs. OCSVX (14.95).
| 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 | -1.195 | 3.658 | -33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 7.03B | 8% |
| Annual Yield % from dividends | 0.34 | 0.34 | 102% |
| Returns for 1 year | -4.98 | 6.49 | -77% |
| Returns for 3 years | -10.95 | 30.98 | -35% |
| Returns for 5 years | 14.95 | 105.42 | 14% |
| Returns for 10 years | -6.42 | 26.84 | -24% |
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