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OFSFX vs VSCAX
OFSFX vs VSCAX Comparison
Open Charts OFSFX vs VSCAX
Olstein Strategic Opportunities Adviser
Price$22.32
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets53.74M
Invesco Small Cap Value A
Price$25.62
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets7.49B
OFSFX vs VSCAX Comparison Chart in %
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OFSFX vs. VSCAX commentary
Sep 18, 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 OFSFX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.49B vs. OFSFX (53.7M). OFSFX pays higher dividends than VSCAX: OFSFX (0.59) vs VSCAX (0.32). OFSFX was incepted earlier than VSCAX: OFSFX (10 years) vs VSCAX (26 years). OFSFX (1.52) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. OFSFX (32.00). OFSFX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 10.21 vs. OFSFX (-0.35). VSCAX return over 5 years is better than : 123.83 vs. OFSFX (31.34).
| OFSFX | VSCAX | OFSFX / VSCAX | |
| Total Expense Ratio | 1.35 | 1.12 | 121% |
| Annual Report Gross Expense Ratio | 1.52 | 1.12 | 136% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 4.920 | 9.188 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 7.49B | 1% |
| Annual Yield % from dividends | 0.59 | 0.32 | 181% |
| Returns for 1 year | -0.35 | 10.21 | -3% |
| Returns for 3 years | 21.53 | 48.11 | 45% |
| Returns for 5 years | 31.34 | 123.83 | 25% |
| Returns for 10 years | 46.18 | 42.55 | 109% |
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