Interact to see
Advertisement
Advertisement
OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$17.96
Change-$0.23 (-1.26%)
VolumeN/A
Net Assets1.26B
Invesco Small Cap Value A
Price$26.06
Change-$0.41 (-1.55%)
VolumeN/A
Net Assets7.74B
OSVCX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OSVCX vs. VSCAX commentary
Oct 08, 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: 7.74B vs. OSVCX (1.26B). OSVCX pays higher dividends than VSCAX: OSVCX (0.87) 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 : 8.93 vs. OSVCX (-0.47). VSCAX return over 5 years is better than : 113.52 vs. OSVCX (16.20).
| 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 | 8.008 | 12.590 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 7.74B | 16% |
| Annual Yield % from dividends | 0.87 | 0.32 | 277% |
| Returns for 1 year | -0.47 | 8.93 | -5% |
| Returns for 3 years | 11.74 | 58.14 | 20% |
| Returns for 5 years | 16.20 | 113.52 | 14% |
| Returns for 10 years | -10.18 | 42.92 | -24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JACAX | 60.13 | N/A | N/A |
| Janus Henderson VIT Forty Instl | |||
| SGISX | 38.96 | N/A | N/A |
| Steward Global Equity Income Fund I | |||
| GIFFX | 23.60 | N/A | N/A |
| Invesco Growth and Income R6 | |||
| AMECX | 27.55 | -0.04 | -0.14% |
| American Funds Income Fund of Amer A | |||
| MCYSX | 13.59 | -0.10 | -0.73% |
| NYLI Candriam Emerging Markets Eq Cl R6 | |||