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OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$19.41
Change-$0.20 (-1.02%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$25.55
Change-$0.44 (-1.69%)
VolumeN/A
CapitalizationN/A
OSVCX vs VSCAX Comparison Chart
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OSVCX vs. VSCAX commentary
Nov 18, 2024
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: 6.22B vs. OSVCX (1.37B). OSVCX pays higher dividends than VSCAX: OSVCX (1.52) vs VSCAX (0.48). OSVCX was incepted earlier than VSCAX: OSVCX (26 years) vs VSCAX (25 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 : 35.27 vs. OSVCX (27.33). VSCAX return over 5 years is better than : 82.06 vs. OSVCX (2.66).
| OSVCX | VSCAX | OSVCX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 13.243 | 25.800 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 6.22B | 22% |
| Annual Yield % from dividends | 1.52 | 0.48 | 320% |
| Returns for 1 year | 27.33 | 35.27 | 77% |
| Returns for 3 years | -25.40 | 15.35 | -166% |
| Returns for 5 years | 2.66 | 82.06 | 3% |
| Returns for 10 years | -12.59 | 16.18 | -78% |