Interact to see
Advertisement
Advertisement
OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$16.79
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets1.22B
Invesco Small Cap Value A
Price$24.14
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets6.95B
OSVCX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OSVCX vs. VSCAX commentary
Jul 19, 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 StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.95B vs. OSVCX (1.22B). OSVCX pays higher dividends than VSCAX: OSVCX (0.96) vs VSCAX (0.35). 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 (52.00). OSVCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 0.75 vs. OSVCX (-10.55). VSCAX return over 5 years is better than : 123.44 vs. OSVCX (19.80).
| 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 | -0.115 | 2.892 | -4% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 6.95B | 18% |
| Annual Yield % from dividends | 0.96 | 0.35 | 279% |
| Returns for 1 year | -10.55 | 0.75 | -1,407% |
| Returns for 3 years | 0.94 | 47.30 | 2% |
| Returns for 5 years | 19.80 | 123.44 | 16% |
| Returns for 10 years | -20.80 | 22.32 | -93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement