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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$10.87
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets846.5M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
OCSVX vs VSCAX Comparison Chart in %
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OCSVX vs. VSCAX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. OCSVX (847M). OCSVX pays higher dividends than VSCAX: OCSVX (0.34) vs VSCAX (0.23). OCSVX was incepted earlier than VSCAX: OCSVX (23 years) vs VSCAX (27 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 : 18.26 vs. OCSVX (-1.64). VSCAX return over 5 years is better than : 68.92 vs. OCSVX (-7.08).
| OCSVX | VSCAX | OCSVX / VSCAX | |
| Total Expense Ratio | 2.24 | 1.10 | 204% |
| Annual Report Gross Expense Ratio | 2.33 | 1.10 | 212% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 6.049 | 12.643 | 48% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 9.42B | 9% |
| Annual Yield % from dividends | 0.34 | 0.23 | 147% |
| Returns for 1 year | -1.64 | 18.26 | -9% |
| Returns for 3 years | -2.55 | 51.27 | -5% |
| Returns for 5 years | -7.08 | 68.92 | -10% |
| Returns for 10 years | 19.76 | 108.32 | 18% |
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