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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$10.08
Change-$0.18 (-1.75%)
VolumeN/A
Net Assets562.4M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
OCSVX vs VSCAX Comparison Chart
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OCSVX vs. VSCAX commentary
Jun 16, 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: 6.48B vs. OCSVX (562M). VSCAX (0.37) and OCSVX (0.36) 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 : 0.16 vs. OCSVX (-8.57). VSCAX return over 5 years is better than : 116.10 vs. OCSVX (16.99).
| 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 | -7.353 | -3.573 | 206% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 6.48B | 9% |
| Annual Yield % from dividends | 0.36 | 0.37 | 98% |
| Returns for 1 year | -8.57 | 0.16 | -5,482% |
| Returns for 3 years | -8.07 | 29.03 | -28% |
| Returns for 5 years | 16.99 | 116.10 | 15% |
| Returns for 10 years | -19.16 | 10.55 | -182% |
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