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OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$14.42
Change+$0.16 (+1.12%)
VolumeN/A
Net Assets1.05B
Invesco Small Cap Value A
Price$20.19
Change+$0.28 (+1.41%)
VolumeN/A
Net Assets5.6B
OSVCX vs VSCAX Comparison Chart
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OSVCX vs. VSCAX commentary
Apr 16, 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: 5.6B vs. OSVCX (1.05B). OSVCX pays higher dividends than VSCAX: OSVCX (0.90) vs VSCAX (0.37). 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 (40.00). OSVCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -9.65 vs. OSVCX (-16.55). VSCAX return over 5 years is better than : 145.51 vs. OSVCX (18.49).
| 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 | -15.870 | -15.313 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 5.6B | 19% |
| Annual Yield % from dividends | 0.90 | 0.37 | 247% |
| Returns for 1 year | -16.55 | -9.65 | 171% |
| Returns for 3 years | -25.72 | 3.70 | -695% |
| Returns for 5 years | 18.49 | 145.51 | 13% |
| Returns for 10 years | -34.88 | -1.77 | 1,966% |
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