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OFSAX vs VSCAX
OFSAX vs VSCAX Comparison
Open Charts OFSAX vs VSCAX
Olstein Strategic Opportunities A
Price$21.60
Change-$0.13 (-0.60%)
VolumeN/A
Net Assets52.43M
Invesco Small Cap Value A
Price$25.77
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets7.63B
OFSAX vs VSCAX Comparison Chart in %
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OFSAX vs. VSCAX commentary
Oct 17, 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 OFSAX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.63B vs. OFSAX (52.4M). OFSAX pays higher dividends than VSCAX: OFSAX (0.37) vs VSCAX (0.32). OFSAX was incepted earlier than VSCAX: OFSAX (19 years) vs VSCAX (26 years). OFSAX (1.77) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. OFSAX (24.00). OFSAX (6%) and VSCAX (6%) have equivalent initial investment costs. OFSAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 4.54 vs. OFSAX (-3.63). VSCAX return over 5 years is better than : 109.96 vs. OFSAX (21.08).
| OFSAX | VSCAX | OFSAX / VSCAX | |
| Total Expense Ratio | 1.60 | 1.10 | 145% |
| Annual Report Gross Expense Ratio | 1.77 | 1.10 | 161% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 4.021 | 10.889 | 37% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.4M | 7.63B | 1% |
| Annual Yield % from dividends | 0.37 | 0.32 | 118% |
| Returns for 1 year | -3.63 | 4.54 | -80% |
| Returns for 3 years | 23.62 | 54.65 | 43% |
| Returns for 5 years | 21.08 | 109.96 | 19% |
| Returns for 10 years | 39.85 | 42.89 | 93% |
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