OCSVX
Price
$10.86
Change
+$0.04 (+0.37%)
Updated
Jul 25 closing price
Net Assets
601.41M
VSCAX
Price
$24.45
Change
+$0.02 (+0.08%)
Updated
Jul 25 closing price
Net Assets
7.03B
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OCSVX vs VSCAX

Header iconOCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAXBanner chart's image
Optimum Small-Mid Cap Value C
Price$10.86
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets601.41M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
OCSVX vs VSCAX Comparison Chart in %
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OCSVX vs. VSCAX commentary
Jul 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. OCSVX (601M). 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). 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 : 5.38 vs. OCSVX (-6.24). VSCAX return over 5 years is better than : 124.82 vs. OCSVX (23.61).
OCSVXVSCAXOCSVX / VSCAX
Total Expense Ratio2.251.12201%
Annual Report Gross Expense Ratio2.391.12213%
Fund Existence22 years26 years-
Gain YTD-0.1843.998-5%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets601M7.03B9%
Annual Yield % from dividends0.350.35101%
Returns for 1 year-6.245.38-116%
Returns for 3 years-2.9842.53-7%
Returns for 5 years23.61124.8219%
Returns for 10 years-5.1427.85-18%
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