OFSAX
Price
$21.41
Change
+$0.07 (+0.33%)
Updated
Aug 18 closing price
Net Assets
52.89M
VSCAX
Price
$24.31
Change
-$0.12 (-0.49%)
Updated
Aug 19 closing price
Net Assets
7.01B
Interact to see
Advertisement

OFSAX vs VSCAX

Header iconOFSAX vs VSCAX Comparison
Open Charts OFSAX vs VSCAXBanner chart's image
Olstein Strategic Opportunities A
Price$21.41
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets52.89M
Invesco Small Cap Value A
Price$24.31
Change-$0.12 (-0.49%)
VolumeN/A
Net Assets7.01B
OFSAX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
OFSAX vs. VSCAX commentary
Aug 20, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.01B vs. OFSAX (52.9M). OFSAX pays higher dividends than VSCAX: OFSAX (0.39) vs VSCAX (0.34). 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 (-3.16). VSCAX return over 5 years is better than : 110.13 vs. OFSAX (28.26).
OFSAXVSCAXOFSAX / VSCAX
Total Expense Ratio1.601.12143%
Annual Report Gross Expense Ratio1.771.12158%
Fund Existence19 years26 years-
Gain YTD2.4893.91364%
Front Load6%6%100%
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets52.9M7.01B1%
Annual Yield % from dividends0.390.34115%
Returns for 1 year-3.166.52-48%
Returns for 3 years5.9632.9218%
Returns for 5 years28.26110.1326%
Returns for 10 years34.6834.49101%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DRMCX6.980.05
+0.72%
Virtus Silvant Mid-Cap Growth Inst
AVCNX17.240.09
+0.52%
Avantis® U.S. Small Cap Value G
FLCKX44.82N/A
N/A
Fidelity Leveraged Company Stock K
AMRFX60.67-0.05
-0.08%
American Funds American Mutual F2
DPRSX13.00-0.05
-0.38%
Macquarie Global Listed Real Assets Inst