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OSVCX vs VSCAX
OSVCX vs VSCAX Comparison
Open Charts OSVCX vs VSCAX
JPMorgan Small Cap Value C
Price$15.66
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.15B
Invesco Small Cap Value A
Price$22.51
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets6.37B
OSVCX vs VSCAX Comparison Chart
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OSVCX vs. VSCAX commentary
Jun 06, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.37B vs. OSVCX (1.15B). OSVCX pays higher dividends than VSCAX: OSVCX (0.91) 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 : -2.24 vs. OSVCX (-10.17). VSCAX return over 5 years is better than : 90.33 vs. OSVCX (2.28).
| 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 | -7.493 | -4.679 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 6.37B | 18% |
| Annual Yield % from dividends | 0.91 | 0.37 | 247% |
| Returns for 1 year | -10.17 | -2.24 | 454% |
| Returns for 3 years | -16.20 | 15.89 | -102% |
| Returns for 5 years | 2.28 | 90.33 | 3% |
| Returns for 10 years | -27.35 | 9.86 | -277% |
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