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OCSVX vs VSCAX
OCSVX vs VSCAX Comparison
Open Charts OCSVX vs VSCAX
Optimum Small-Mid Cap Value C
Price$10.44
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets609.65M
Invesco Small Cap Value A
Price$25.81
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.3B
OCSVX vs VSCAX Comparison Chart in %
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OCSVX vs. VSCAX commentary
Dec 26, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.3B vs. OCSVX (610M). OCSVX pays higher dividends than VSCAX: OCSVX (0.33) vs VSCAX (0.31). OCSVX was incepted earlier than VSCAX: OCSVX (22 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 : 8.99 vs. OCSVX (-4.92). VSCAX return over 5 years is better than : 66.53 vs. OCSVX (-2.83).
| 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 | 27 years | - |
| Gain YTD | -4.044 | 9.783 | -41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 610M | 8.3B | 7% |
| Annual Yield % from dividends | 0.33 | 0.31 | 109% |
| Returns for 1 year | -4.92 | 8.99 | -55% |
| Returns for 3 years | 4.53 | 49.97 | 9% |
| Returns for 5 years | -2.83 | 66.53 | -4% |
| Returns for 10 years | 1.28 | 58.45 | 2% |
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