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OFSCX vs VSCAX
OFSCX vs VSCAX Comparison
Open Charts OFSCX vs VSCAX
Olstein Strategic Opportunities C
Price$18.51
Change+$0.77 (+4.34%)
VolumeN/A
Net Assets54.8M
Invesco Small Cap Value A
Price$25.07
Change+$0.79 (+3.25%)
VolumeN/A
Net Assets7.25B
OFSCX vs VSCAX Comparison Chart in %
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OFSCX vs. VSCAX commentary
Aug 24, 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 OFSCX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.25B vs. OFSCX (54.8M). VSCAX pays higher dividends than OFSCX: VSCAX (0.34) vs OFSCX (0.00). OFSCX was incepted earlier than VSCAX: OFSCX (19 years) vs VSCAX (26 years). OFSCX (2.52) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. OFSCX (32.00). OFSCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 8.98 vs. OFSCX (-2.01). VSCAX return over 5 years is better than : 119.55 vs. OFSCX (25.75).
| OFSCX | VSCAX | OFSCX / VSCAX | |
| Total Expense Ratio | 2.35 | 1.12 | 210% |
| Annual Report Gross Expense Ratio | 2.52 | 1.12 | 225% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 5.470 | 6.635 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.8M | 7.25B | 1% |
| Annual Yield % from dividends | 0.00 | 0.34 | - |
| Returns for 1 year | -2.01 | 8.98 | -22% |
| Returns for 3 years | 8.63 | 37.51 | 23% |
| Returns for 5 years | 25.75 | 119.55 | 22% |
| Returns for 10 years | 31.09 | 45.19 | 69% |
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