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OFSAX vs VSCAX
OFSAX vs VSCAX Comparison
Open Charts OFSAX vs VSCAX
Olstein Strategic Opportunities A
Price$21.55
Change+$0.23 (+1.08%)
VolumeN/A
Net Assets52.58M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
OFSAX vs VSCAX Comparison Chart in %
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OFSAX vs. VSCAX commentary
Sep 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 OFSAX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. OFSAX (52.6M). OFSAX pays higher dividends than VSCAX: OFSAX (0.37) vs VSCAX (0.32). OFSAX was incepted earlier than VSCAX: OFSAX (19 years) vs VSCAX (26 years). OFSAX (1.77) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. OFSAX (32.00). OFSAX (6%) and VSCAX (6%) have equivalent initial investment costs. OFSAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 6.52 vs. OFSAX (-3.40). VSCAX return over 5 years is better than : 140.21 vs. OFSAX (32.74).
| OFSAX | VSCAX | OFSAX / VSCAX | |
| Total Expense Ratio | 1.60 | 1.12 | 143% |
| Annual Report Gross Expense Ratio | 1.77 | 1.12 | 158% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 3.159 | 9.911 | 32% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.6M | 7.46B | 1% |
| Annual Yield % from dividends | 0.37 | 0.32 | 113% |
| Returns for 1 year | -3.40 | 6.52 | -52% |
| Returns for 3 years | 27.58 | 64.57 | 43% |
| Returns for 5 years | 32.74 | 140.21 | 23% |
| Returns for 10 years | 47.48 | 51.04 | 93% |