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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$11.04
Change+$0.16 (+1.47%)
VolumeN/A
Net Assets600.31M
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets8.08B
OCSVX vs VSCAX Comparison Chart in %
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OCSVX vs. VSCAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.08B vs. OCSVX (600M). OCSVX pays higher dividends than VSCAX: OCSVX (0.33) vs VSCAX (0.31). OCSVX was incepted earlier than VSCAX: OCSVX (22 years) vs VSCAX (26 years). OCSVX (2.33) is less costly to investors than VSCAX (1.10). 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 : -0.15 vs. OCSVX (-15.14). VSCAX return over 5 years is better than : 80.13 vs. OCSVX (0.81).
| OCSVX | VSCAX | OCSVX / VSCAX | |
| Total Expense Ratio | 2.24 | 1.10 | 204% |
| Annual Report Gross Expense Ratio | 2.33 | 1.10 | 212% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 0.368 | 13.526 | 3% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 8.08B | 7% |
| Annual Yield % from dividends | 0.33 | 0.31 | 109% |
| Returns for 1 year | -15.14 | -0.15 | 9,877% |
| Returns for 3 years | -7.00 | 35.94 | -19% |
| Returns for 5 years | 0.81 | 80.13 | 1% |
| Returns for 10 years | -2.42 | 42.28 | -6% |
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