OCSVX
Price
$10.82
Change
+$0.06 (+0.56%)
Updated
Jul 3 closing price
Net Assets
602.58M
VSCAX
Price
$24.15
Change
+$0.14 (+0.58%)
Updated
Jul 3 closing price
Net Assets
6.97B
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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$10.82
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets602.58M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
OCSVX vs VSCAX Comparison Chart in %
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OCSVX vs. VSCAX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. OCSVX (603M). 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). VSCAX is a more actively managed with annual turnover of: 40.00 vs. OCSVX (26.00). OCSVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. OCSVX (-1.05). VSCAX return over 5 years is better than : 135.31 vs. OCSVX (27.93).
OCSVXVSCAXOCSVX / VSCAX
Total Expense Ratio2.251.12201%
Annual Report Gross Expense Ratio2.391.12213%
Fund Existence22 years26 years-
Gain YTD-0.5512.722-20%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets603M6.97B9%
Annual Yield % from dividends0.350.35101%
Returns for 1 year-1.055.03-21%
Returns for 3 years-0.2343.85-1%
Returns for 5 years27.93135.3121%
Returns for 10 years-10.0820.55-49%
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