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OFSFX vs VSCAX
OFSFX vs VSCAX Comparison
Open Charts OFSFX vs VSCAX
Olstein Strategic Opportunities Adviser
Price$23.31
Change+$1.33 (+6.05%)
VolumeN/A
Net Assets47.11M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
OFSFX vs VSCAX Comparison Chart in %
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OFSFX vs. VSCAX commentary
Feb 05, 2026
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 OFSFX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. OFSFX (47.1M). OFSFX pays higher dividends than VSCAX: OFSFX (0.25) vs VSCAX (0.23). OFSFX was incepted earlier than VSCAX: OFSFX (11 years) vs VSCAX (27 years). OFSFX (1.61) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. OFSFX (24.00). OFSFX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. OFSFX (7.80). VSCAX return over 5 years is better than : 68.92 vs. OFSFX (-5.10).
| OFSFX | VSCAX | OFSFX / VSCAX | |
| Total Expense Ratio | 1.35 | 1.10 | 123% |
| Annual Report Gross Expense Ratio | 1.61 | 1.10 | 146% |
| Fund Existence | 11 years | 27 years | - |
| Gain YTD | 6.780 | 12.643 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.1M | 9.42B | 1% |
| Annual Yield % from dividends | 0.25 | 0.23 | 106% |
| Returns for 1 year | 7.80 | 18.26 | 43% |
| Returns for 3 years | 2.78 | 51.27 | 5% |
| Returns for 5 years | -5.10 | 68.92 | -7% |
| Returns for 10 years | 93.76 | 108.32 | 87% |
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