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OFSAX vs VSCAX
OFSAX vs VSCAX Comparison
Open Charts OFSAX vs VSCAX
Olstein Strategic Opportunities A
Price$21.59
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets51.96M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
OFSAX vs VSCAX Comparison Chart in %
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OFSAX vs. VSCAX commentary
Oct 19, 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: 7.51B vs. OFSAX (52M). 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 (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. OFSAX (24.00). 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 : 2.33 vs. OFSAX (-4.63). VSCAX return over 5 years is better than : 106.26 vs. OFSAX (20.30).
| OFSAX | VSCAX | OFSAX / VSCAX | |
| Total Expense Ratio | 1.60 | 1.10 | 145% |
| Annual Report Gross Expense Ratio | 1.77 | 1.10 | 161% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 3.351 | 8.932 | 38% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52M | 7.51B | 1% |
| Annual Yield % from dividends | 0.37 | 0.32 | 118% |
| Returns for 1 year | -4.63 | 2.33 | -199% |
| Returns for 3 years | 20.83 | 49.64 | 42% |
| Returns for 5 years | 20.30 | 106.26 | 19% |
| Returns for 10 years | 38.24 | 39.02 | 98% |
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