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OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$16.80
Change-$0.43 (-2.50%)
VolumeN/A
Net Assets1.22B
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
OSVCX vs VSCAX Comparison Chart
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OSVCX vs. VSCAX commentary
Feb 23, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.59B vs. OSVCX (1.22B). OSVCX pays higher dividends than VSCAX: OSVCX (1.52) vs VSCAX (0.48). OSVCX was incepted earlier than VSCAX: OSVCX (26 years) vs VSCAX (26 years). OSVCX is a more actively managed with annual turnover of: 79.00 vs. VSCAX (51.00). OSVCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 14.87 vs. OSVCX (-1.05). VSCAX return over 5 years is better than : 73.99 vs. OSVCX (-4.92).
| OSVCX | VSCAX | OSVCX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -0.885 | 0.808 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 6.59B | 19% |
| Annual Yield % from dividends | 1.52 | 0.48 | 320% |
| Returns for 1 year | -1.05 | 14.87 | -7% |
| Returns for 3 years | -10.77 | 27.17 | -40% |
| Returns for 5 years | -4.92 | 73.99 | -7% |
| Returns for 10 years | -22.64 | 17.55 | -129% |
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