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OFSAX vs VSCAX
OFSAX vs VSCAX Comparison
Open Charts OFSAX vs VSCAX
Olstein Strategic Opportunities A
Price$22.12
Change+$0.36 (+1.65%)
VolumeN/A
Net Assets54.47M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.29B
OFSAX vs VSCAX Comparison Chart in %
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OFSAX vs. VSCAX commentary
Sep 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 OFSAX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.29B vs. OFSAX (54.5M). 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 (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. OFSAX (32.00). 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 : 12.12 vs. OFSAX (1.14). VSCAX return over 5 years is better than : 116.87 vs. OFSAX (30.34).
| OFSAX | VSCAX | OFSAX / VSCAX | |
| Total Expense Ratio | 1.60 | 1.12 | 143% |
| Annual Report Gross Expense Ratio | 1.77 | 1.12 | 158% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 5.888 | 7.614 | 77% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 7.29B | 1% |
| Annual Yield % from dividends | 0.37 | 0.32 | 113% |
| Returns for 1 year | 1.14 | 12.12 | 9% |
| Returns for 3 years | 21.37 | 46.81 | 46% |
| Returns for 5 years | 30.34 | 116.87 | 26% |
| Returns for 10 years | 41.09 | 36.89 | 111% |
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