OFSAX
Price
$20.21
Change
+$0.05 (+0.25%)
Updated
Nov 19 closing price
Net Assets
46.04M
VSCAX
Price
$25.00
Change
+$0.16 (+0.64%)
Updated
Nov 19 closing price
Net Assets
7.36B
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OFSAX vs VSCAX

Header iconOFSAX vs VSCAX Comparison
Open Charts OFSAX vs VSCAXBanner chart's image
Olstein Strategic Opportunities A
Price$20.21
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets46.04M
Invesco Small Cap Value A
Price$25.00
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.36B
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.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B 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 : -3.38 vs. OFSAX (-11.76). VSCAX return over 5 years is better than : 77.11 vs. OFSAX (-1.01).
OFSAXVSCAXOFSAX / VSCAX
Total Expense Ratio1.601.10145%
Annual Report Gross Expense Ratio1.881.10171%
Fund Existence19 years26 years-
Gain YTD-3.4946.338-55%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets46M7.36B1%
Annual Yield % from dividends0.380.32121%
Returns for 1 year-11.76-3.38348%
Returns for 3 years1.4731.705%
Returns for 5 years-1.0177.11-1%
Returns for 10 years30.8335.4987%
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