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OFSFX vs VSCAX
OFSFX vs VSCAX Comparison
Open Charts OFSFX vs VSCAX
Olstein Strategic Opportunities Adviser
Price$21.46
Change+$0.90 (+4.38%)
VolumeN/A
Net Assets45.83M
Invesco Small Cap Value A
Price$25.16
Change+$0.76 (+3.11%)
VolumeN/A
Net Assets7.23B
OFSFX vs VSCAX Comparison Chart in %
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OFSFX vs. VSCAX commentary
Nov 22, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.23B vs. OFSFX (45.8M). OFSFX pays higher dividends than VSCAX: OFSFX (0.62) vs VSCAX (0.32). OFSFX was incepted earlier than VSCAX: OFSFX (11 years) vs VSCAX (26 years). OFSFX (1.61) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. OFSFX (24.00). OFSFX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -7.69 vs. OFSFX (-13.18). VSCAX return over 5 years is better than : 72.86 vs. OFSFX (0.14).
| OFSFX | VSCAX | OFSFX / VSCAX | |
| Total Expense Ratio | 1.35 | 1.10 | 123% |
| Annual Report Gross Expense Ratio | 1.61 | 1.10 | 146% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | -3.655 | 3.786 | -97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8M | 7.23B | 1% |
| Annual Yield % from dividends | 0.62 | 0.32 | 193% |
| Returns for 1 year | -13.18 | -7.69 | 171% |
| Returns for 3 years | 1.36 | 26.57 | 5% |
| Returns for 5 years | 0.14 | 72.86 | 0% |
| Returns for 10 years | 33.12 | 30.08 | 110% |