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OFSAX vs VSCAX
OFSAX vs VSCAX Comparison
Open Charts OFSAX vs VSCAX
Olstein Strategic Opportunities A
Price$20.16
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets45.99M
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
OFSAX vs VSCAX Comparison Chart in %
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OFSAX vs. VSCAX commentary
Nov 20, 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: 7.35B vs. OFSAX (46M). OFSAX pays higher dividends than VSCAX: OFSAX (0.38) vs VSCAX (0.32). OFSAX was incepted earlier than VSCAX: OFSAX (19 years) vs VSCAX (26 years). OFSAX (1.88) 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 : -3.06 vs. OFSAX (-12.42). VSCAX return over 5 years is better than : 75.36 vs. OFSAX (-1.59).
| OFSAX | VSCAX | OFSAX / VSCAX | |
| Total Expense Ratio | 1.60 | 1.10 | 145% |
| Annual Report Gross Expense Ratio | 1.88 | 1.10 | 171% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | -3.590 | 5.657 | -63% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 7.35B | 1% |
| Annual Yield % from dividends | 0.38 | 0.32 | 121% |
| Returns for 1 year | -12.42 | -3.06 | 406% |
| Returns for 3 years | 1.37 | 30.86 | 4% |
| Returns for 5 years | -1.59 | 75.36 | -2% |
| Returns for 10 years | 30.70 | 34.62 | 89% |
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