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OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$15.49
Change+$0.23 (+1.51%)
VolumeN/A
Net Assets1.13B
Invesco Small Cap Value A
Price$21.75
Change+$0.42 (+1.97%)
VolumeN/A
Net Assets6.02B
OSVCX vs VSCAX Comparison Chart
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OSVCX vs. VSCAX commentary
May 09, 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 OSVCX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.03B vs. OSVCX (1.13B). OSVCX pays higher dividends than VSCAX: OSVCX (0.94) vs VSCAX (0.39). OSVCX was incepted earlier than VSCAX: OSVCX (26 years) vs VSCAX (26 years). OSVCX (1.81) is less costly to investors than VSCAX (1.12). OSVCX is a more actively managed with annual turnover of: 61.00 vs. VSCAX (40.00). OSVCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -6.91 vs. OSVCX (-13.70). VSCAX return over 5 years is better than : 124.47 vs. OSVCX (15.06).
| OSVCX | VSCAX | OSVCX / VSCAX | |
| Total Expense Ratio | 1.69 | 1.12 | 151% |
| Annual Report Gross Expense Ratio | 1.81 | 1.12 | 162% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -9.971 | -9.273 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 6.03B | 19% |
| Annual Yield % from dividends | 0.94 | 0.39 | 243% |
| Returns for 1 year | -13.70 | -6.91 | 198% |
| Returns for 3 years | -12.77 | 21.82 | -59% |
| Returns for 5 years | 15.06 | 124.47 | 12% |
| Returns for 10 years | -29.58 | 4.67 | -633% |
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