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OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$17.77
Change+$0.14 (+0.79%)
VolumeN/A
Net Assets1.24B
Invesco Small Cap Value A
Price$25.15
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets7.23B
OSVCX vs VSCAX Comparison Chart in %
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OSVCX vs. VSCAX commentary
Aug 28, 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: 7.23B vs. OSVCX (1.24B). OSVCX pays higher dividends than VSCAX: OSVCX (0.95) vs VSCAX (0.34). 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 : 6.39 vs. OSVCX (-4.93). VSCAX return over 5 years is better than : 111.66 vs. OSVCX (15.56).
| 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 | 4.323 | 6.806 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 7.23B | 17% |
| Annual Yield % from dividends | 0.95 | 0.34 | 281% |
| Returns for 1 year | -4.93 | 6.39 | -77% |
| Returns for 3 years | -2.97 | 38.26 | -8% |
| Returns for 5 years | 15.56 | 111.66 | 14% |
| Returns for 10 years | -10.50 | 36.01 | -29% |
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