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OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$17.86
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets1.25B
Invesco Small Cap Value A
Price$25.67
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets7.49B
OSVCX vs VSCAX Comparison Chart in %
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OSVCX 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 OSVCX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.49B vs. OSVCX (1.25B). OSVCX pays higher dividends than VSCAX: OSVCX (0.89) vs VSCAX (0.32). OSVCX was incepted earlier than VSCAX: OSVCX (27 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 : 11.22 vs. OSVCX (-2.84). VSCAX return over 5 years is better than : 121.58 vs. OSVCX (21.04).
| OSVCX | VSCAX | OSVCX / VSCAX | |
| Total Expense Ratio | 1.69 | 1.12 | 151% |
| Annual Report Gross Expense Ratio | 1.81 | 1.12 | 162% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | 6.098 | 9.485 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 7.49B | 17% |
| Annual Yield % from dividends | 0.89 | 0.32 | 275% |
| Returns for 1 year | -2.84 | 11.22 | -25% |
| Returns for 3 years | 4.49 | 48.51 | 9% |
| Returns for 5 years | 21.04 | 121.58 | 17% |
| Returns for 10 years | -8.23 | 42.94 | -19% |
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