Interact to see
Advertisement
Advertisement
OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$11.12
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets610.9M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
OCSVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCSVX vs. VSCAX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. OCSVX (611M). OCSVX (0.33) and VSCAX (0.32) have matching dividends . OCSVX was incepted earlier than VSCAX: OCSVX (22 years) vs VSCAX (26 years). OCSVX (2.33) 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 : 12.12 vs. OCSVX (-2.49). VSCAX return over 5 years is better than : 116.87 vs. OCSVX (20.05).
| OCSVX | VSCAX | OCSVX / VSCAX | |
| Total Expense Ratio | 2.24 | 1.12 | 200% |
| Annual Report Gross Expense Ratio | 2.33 | 1.12 | 208% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 2.206 | 7.614 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 611M | 7.33B | 8% |
| Annual Yield % from dividends | 0.33 | 0.32 | 102% |
| Returns for 1 year | -2.49 | 12.12 | -21% |
| Returns for 3 years | 2.16 | 46.81 | 5% |
| Returns for 5 years | 20.05 | 116.87 | 17% |
| Returns for 10 years | 0.44 | 36.89 | 1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| SAND.X | 0.288163 | 0.006862 | +2.44% |
| The Sandbox cryptocurrency | |||
| JUV.X | 1.139751 | 0.021959 | +1.96% |
| Juventus Fan Token cryptocurrency | |||
| SCRT.X | 0.172929 | 0.003139 | +1.85% |
| Secret cryptocurrency | |||
| OCEAN.X | 0.268963 | 0.004608 | +1.74% |
| Ocean Protocol cryptocurrency | |||
| SSV.X | 9.135473 | 0.138781 | +1.54% |
| ssv.network cryptocurrency | |||